CINDY B. STEVENS BS, CDMM, CSA

SERVICES

Personal Financial Solutions

For more information on what a Daily Money Manager can do for you click on the logo below:

Be Stressed no more...

On time bill paying: hand written or electronic
Preparation of checks for client signature
Strategic bill paying
Negotiate with creditors
Notary services
Reconcile banking and credit card statements
Maintain financial records
Prepare & make bank deposits
Budget counseling
Document organization
Deciphering medical insurance papers and verifying proper processing of claims.
Compilation of documents needed for tax preparation by your CPA
Provide referrals to legal, tax, health care, finance and investment professionals
Review of end of life documents for accuracy of current wishes including medical directives, Power of Attorneys and beneficiaries