Daily Money Manager Services & Fees

What types of tasks will PRINCIPLED MONEY MANAGEMENT LLC handle?

The work done by PRINCIPLED MONEY MANAGEMENT LLC depends on specific client needs. However, the scope of our work generally includes the following:

  • Bill paying, including calls to payees regarding incorrect bills and preparation of checks for clients to sign
  • Balancing checkbooks and maintaining organization of bank records
  • Preparing and delivering bank deposits
  • Budgeting
  • Organizing tax documents and related paperwork
  • Negotiating with creditors
  • Deciphering medical insurance paperwork and verifying proper claim processing
  • Providing referrals to legal, tax, and investment professionals
  • Assisting with financial plans for moving from one's home to a retirement community
  • Acting as power-of-attorney, estate executor, personal trustee
  • Maintaining client's financial calendar
  • Preparing reports:
    • cash flow
    • spending vs. budget
    • investment performance
  • Investment tracking:
    • Portfolio analysis
    • Reconciliation of brokerage reports
  • Long-term net worth and cash flow forecasts
  • General organization assistance

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