Often there is some cognitive impairment which causes financial mistakes.  Those with mild cognitive impairment will make four times the mistakes – paying bills twice or not at all. 

Our typical clients may struggle in this area due to any number of factors – physical or mental challenges. However, some clients may not have the time or interest in managing daily finances on their own, or are dealing with life challenges (death of a spouse, divorce, relocation).

Many clients value their independence and privacy in financial matters and prefer to enlist the services of a daily money manager rather than rely on family or friends for support.  We insist on signing a non-disclosure statement with each client whereby the only other people who will know the relationship as those designated by the client.

Whenever possible we also partner with the client’s family. Often it is a family member who makes the initial contact to ask about daily money management services.  We can provide family members and those acting as POA with monthly reports.  Having a third party involved is preferred and critical in instances of limited capacity.

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