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What is a Money Manager? Responsible for financial planning and record-keeping for a company. Personalized service for your needs. How does this apply to you? Financial planning Budget creation Credit card management Monthly reports Record-keeping Organize documents/paperwork Bill paying Independence from worry and stress Not involving family or friends Travel - bills are still paid Budget constraints are known Late fees & lost bills are avoided Support Documents are gathered, organized Documents are easily retrieved Budget is known Magazine subscriptions are managed You are not alone Protection Documents maintained with Personalized service Bonded if you want it Licensed Fiduciary in California Active member of PFAC – Professional Fiduciary Association of California Board member of BYU Management Society Outcome Reduced stress level Greater independence from worry Reduced dependence on family and friends Organized documentation/paperwork Known personal budget |
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Money Management |
