Do Financial Matters Stress You Out?
Tired Of Trying To Keep Up?
Life today moves at a breakneck speed. Sometimes it is hard to keep up. There are so many demands on our time, and our financial lives are more complicated today than ever before. A daily money manager comes along your side to help you manage your financial life, allowing you to focus on other important matters.
“My passion is to see my clients enjoy life more fully by assisting them with everyday financial tasks.”
– Marti Nafziger –
Daily financial matters can be stressful. Finances are more complicated today with local and online banks, credit card offers arriving almost daily, increasingly sophisticated scam phone calls, income tax and health insurance changes, and the plethora of retirement savings plans. I have talked with many individuals who feel overwhelmed by the tasks of organizing and managing their financial life. Whether it’s paying the bills on time, keeping track of key documents, or figuring out medical insurance payments, you are not alone.
What are you missing out on by worrying? Paying the bills on time, balancing bank and credit card statements, organizing important documents… it can be a lot to keep up with, especially for busy families, professionals, and seniors. It is not about whether you can do it all; it is about what you are giving up to be able to do so.
I can help you take back control of your financial life. A daily money manager helps you organize your financial life and manage the daily tasks – like paying bills, creating and tracking the budget, and filing those important documents so they are safe and easily found when needed.
I have over 30 years of experience assisting families and individuals in all walks of life. If you are interested in getting help, please don’t hesitate to contact me. I am passionate about helping individuals find peace of mind and freedom in the knowledge that their finances are managed well.
How will my services help you?
By Organizing The Chaos
Our finances can often be overwhelming and chaotic. Bringing order to your financial information and files allows you to see clearly where you stand, making it easier to manage your money.
By Making Sense Of It
Knowledge is power! I can help you understand where your money is actually going, so you have the information needed to decide where you want to spend your hard-earned dollars.
By Giving You Freedom
With a daily money manager helping you manage the normal, everyday financial tasks, you have the freedom to concentrate on living life, enjoying your friends and family, and traveling.
Who can benefit from working with a daily money manager?
Busy Professionals & Families
Life is more than working hard to earn money. Life is about making memories and investing in the people who matter to you. There are only so many hours in the day.
Working with a DMM will free up your valuable time, allowing you to focus on the things that matter to you.
Senior Couples & Individuals
You worked hard to earn your retirement. You should enjoy it!
Working with a Daily Money Manager can free you from worrying about your bills and help you stay on-track financially, helping you to remain independent. It can also give your family peace of mind in knowing that you have a professional helping you.
High Net Worth Individuals
While wealth can be a great blessing, overseeing it takes a lot of work!
Organizing and managing your wealth requires work – balancing your money accounts, organizing your files and tax information, and communicating with your accountant, investment broker and other professionals. I can help you manage and organize your financial life.
Client Testimonials
*To protect client privacy, we are using only the initials of our clients.
If you need help getting organized and/or managing your day-to-day finances,
learn more about how I can help you.