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Daily ​Money Manager 

at Your Service

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Efficient Daily Money Management Services ...

for Your Peace of Mind 

Efficient Daily Money Management Services for Your Peace of Mind (H1)

Kathleen Y. Hall, Professional Daily Money Manager

I provide a range of in-home money management solutions, from bill payment to record-keeping, for clients who are having difficulty or are too busy to manage their daily financial matters.

My services can be provided on an ongoing, periodic, or one-time basis. See full details of services offered below.

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Ongoing Service

  • Bill Payment
  • Checking Account Balancing
  • Review and Reconcile Statements
    • Banks, Credit Cards, Investments, Insurance
  • Bank Deposits
  • Healthcare Insurance Claim Assistance

Periodic Work or One-Time Service

  • Overall Financial Health Check
  • Budget Preparation
  • Annual Review of Legal Documents
  • Organization of Documents for Tax Accountant
  • Organization of Legal, Medical, and Financial Documents After the Death of a Spouse
  • Notary Service 

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Contact me today to request a free initial consultation.

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