professional organizer south jersey area and virtual assistance services
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Office: (609) 884-3482  

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    Daily Money Management

    Many struggle managing day to day financial information: Banking, Paperwork, Billpay, Cash Flow can feel overwhelming. So we review your current set up, organize your information, set up and streamline your bill paying and reconciliation process giving you peace of mind and control over your financial world.

    Organizing Tasks We Can Help WithA variety of solutions for your Daily Money Management Needs

    • Financial Document for Tax Prep,
    • Insurance paperwork
    • Medical Documents
    • Assist in incorrect bills & statements 

     

    A Few of Our Cients 

    • High Net Worth Individuals and Families
    • Seniors, Older Adults
    • Busy Professionals
    • Small Business Owners
    • People Who Travel Frequently
    • People with Multiple Homes (Domestically & Internationally)
    • Adults with Disabilities and Memory Issues

     

     

    A Few Comments From Daily Money Management Clients

    "Alix is great! She is proficient at organizing bills, identifying and locating statements and information to help create budgets. She is smart, hard working, extremely honest, dependable and know's her stuff!” VR - Wayne 

    “My bills are paid on me with no more late fees and my paperwork is organized thanks to the hard work and dedication of Alix!” HW - Radnor 

     

    Fee Structure and Policy

    Daily Money Management Services: $85 an hour rounded to the quarter hour*
    Cancellation less than 48 hours billed at 50%.

    Email us or give us a call at 609-884-3482 and tell us how we can assist you in finding customized organizing and productivity solutions.  

    Ready to Get Started Book a 3 Hour Consultation

    Already a client or simply ready to begin, book here with secure PayPal and we'll contact you to schedule.  

     

    10% Discount - Value Package - Book 5 Hours and Save!

    For our discounted 10% off 5 hours package use PayPal button below to book. 

     

    For those who have trouble using the PayPal system or have never used it before, feel free to call us at 609-884-3482 and we can help guide you though the checkout process. And we are PayPal Verified which means you can be assured of increased trust and safety making for a secure experience.  

     

    *For many hands on jobs we do not charge for travel time but for areas that are in excess of 60 miles from zip code 08204 we charge 50% of hourly rate for travel beyond that 60 mile distance.