DAILY MONEY MANAGEMENT & FINANCIAL ADMINISTRATIVE SUPPORT
A hands-on partnership designed to maintain, coordinate, and protect the financial structure you’ve built as life evolves.
After more than 20 years in finance, I know financial stress rarely comes from one big mistake.
It comes from an accumulation of accounts layered over decades, advisors working in silos, paperwork that no one is truly coordinating, and assets that fall through the cracks.
That’s where I step in.
My role is to bring structure where it’s missing, maintain it where it exists, and make sure important financial details actually get handled.
Daily Money Management
FOR SOME CLIENTS, LIFE HAS BECOME MORE COMPLEX THAN THEIR CURRENT SYSTEMS CAN EASILY SUPPORT.
Daily Money Management (“DMM”) provides hands-on support with the ongoing financial and administrative responsibilities that can become time-consuming or difficult to manage alone.
Services may include bill pay coordination, account monitoring, financial administration, mail and document organization, insurance and administrative follow-up, and coordination with family members and trusted professionals.
DMM is a good fit for older adults, families, busy professionals, adult children supporting aging parents, and anyone who needs trusted help managing ongoing financial and administrative responsibilities, especially during illness or major life transitions.
Support is tailored to each client’s needs, goals, and level of complexity.
The 90-Day Financial Reset
The 90-Day Financial Reset is a focused process for getting a clear, consolidated view of your financial life and identifying what deserves attention.
Over three working sessions, we gather and organize the pieces — accounts, assets, debt, income, expenses, investments, insurance, and relevant estate-planning information — and build a financial snapshot you can easily understand and use.
At the end of the process, you’ll have organized financial information, identified gaps or outdated details, and a prioritized roadmap for what to address next.
The goal is clarity: understanding where you stand so you can make informed decisions about what comes next.
Monthly Maintenance & Retainer Support
FOR SOME CLIENTS, THE BIGGEST RELIEF IS KNOWING THEY DON’T HAVE TO MANAGE EVERYTHING ALONE MOVING FORWARD.
For clients who want periodic oversight and support, we can continue working together to keep financial information current, address changes as they arise, and make sure important tasks don’t get overlooked.
Monthly Maintenance is recurring support that may be as simple as a few hours each month reviewing what has changed, updating documentation, and keeping your financial systems organized.
Retainer Support provides greater flexibility when your financial life requires more involvement — including meetings with advisors, tax or estate-related administration, major transactions, or other situations that require coordination and follow-through.
You remain in control, and I help make sure the details keep moving.
Custom Projects
SOME SEASONS OF LIFE REQUIRE FOCUSED, SITUATIONAL SUPPORT.
Custom Projects are designed for financial situations that need dedicated attention but don’t necessarily require ongoing Daily Money Management. This might include a move, estate or legacy administration, a business change, divorce, coordination across multiple advisors, or another significant transition.
We define the scope, identify what needs to happen, and work through it step by step. When attorneys, accountants, financial advisors, family members, or other professionals are involved, I can help coordinate the moving pieces and follow through on the financial and administrative details.
The goal is to keep a complicated situation organized and moving forward without important details getting lost.
Unclaimed Property Recovery
MANY PEOPLE ARE SURPRISED TO LEARN HOW COMMON THIS IS.
Unclaimed property can result from old accounts, insurance proceeds, forgotten funds, or assets that were never properly transferred. In some cases, money that belongs to you may be sitting with a financial institution or state agency waiting to be claimed.
The recovery process can be time-consuming and frustrating, particularly when documentation is missing or ownership has to be established. I help identify the assets, gather and organize the necessary information, and coordinate the steps required to recover what rightfully belongs to you.
"Taresa was instrumental when I needed help coordinating an interstate estate move with multiple parties and difficult dynamics. She kept everything organized, steady, and on track."
Faqs
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Daily Money Management provides ongoing, hands-on support with the financial and administrative responsibilities of everyday life. The 90-Day Financial Reset is a focused process designed to organize your financial information, create a clear snapshot of where you stand, and identify what needs attention next.
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No. Some clients begin with the 90-Day Financial Reset, while others need ongoing Daily Money Management or help with a specific situation right away. We’ll determine what makes the most sense based on where you are and what you need.
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Absolutely. You don’t need to know which service is right for you before we talk. We’ll start with what’s happening in your financial life, what feels difficult or overwhelming, and what kind of support would be most useful.
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Financial advisors typically focus on investments, financial planning, and long-term strategy. My role is different: I work across the day-to-day financial and administrative details, help organize the moving pieces, coordinate with your advisors when needed, and help make sure important tasks are actually carried through.
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No. The level and duration of support depend on your needs. Some clients benefit from ongoing Daily Money Management, while others prefer Monthly Maintenance, a recurring service that provides a set amount of support each month to keep financial information current and organized. Retainer Support is also available when greater flexibility or involvement is needed.
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Yes. Custom Projects are designed for situations that need focused attention without ongoing support. We can define the scope together and determine the best way to address the issue.
Decisions are only powerful when they’re implemented.
IF YOUR FINANCIAL LIFE NEEDS MORE STRUCTURE, OVERSIGHT, OR FOLLOW-THROUGH, WE CAN START WITH WHAT NEEDS ATTENTION NOW — WHETHER THAT’S DAILY MONEY MANAGEMENT, A FINANCIAL RESET, A LIFE TRANSITION, OR A SPECIFIC ISSUE THAT NEEDS TO BE RESOLVED.