When is it Time to Contact a
       Daily Money Manager?

Frequently Asked Questions

• Have you recently had a hospital stay or prolonged period of illness?
  
• Are you having trouble seeing your checkbook, invoices, statements and bills?
• Do you have difficulty getting out of the house to conduct banking transactions?
• Are you unfamiliar with internet banking but would like to have the flexibility of automatic payment from your account?
• Do you dread balancing your checkbook and reconciling your statement?
• Are you paying late fees on bills because of missed payments or bank fees for bounced checks?
• Are you being pulled in too many directions?
• Have you recently experienced the loss of a loved one or family member?
• Is your family in conflict regarding the management of your daily finances?
• Would you like to maintain control of your daily financial matters and remain independent?
• Would you worry less if you knew that all of your daily financial matters were well organized and there's a system in place to take care of them?
• Are you overwhelmed at the thought of preparing for your next meeting with your tax accountant?