Daily Money Management

How can Daily Money Management help me?

Surrey’s experienced Daily Money Manager provides help with personal finances.  The in-home service allows members to have the daily work of financial matters taken care of while maintaining control over fiscal decisions.  The service is designed to meet a variety of needs and is tailored to the individual client.  Assistance may be provided on a short term, on-going or one-time basis. The services provided by Daily Money Management are

• Organizing and paying bills on time.

• Sorting and reviewing mail.

•  Reconciling bank and other accounts.

•  Assisting with insurance and medical claims.

•  Preparing forms and financial information required for entrance to retirement communities.

• Budgeting and tracking income and expenses.

• Gathering tax information and determining the information required for tax preparation.

• Other financial projects, as requested by members.

Quality Service and Reasonable Fees

Daily Money Management is conducted with the same high quality of service that Surrey provides in other areas.  Surrey does not sell financial products, so our Daily Money Manager is only concerned with each member’s peace of mind and well being. The service is fully insured and bonded.

Surrey provides a free initial consultation.  A fee of $50 per hour is charged for services.  Members often need only a few hours a month to gain peace of mind over their finances.  For more information or to schedule an appointment, call 610-647-6404 and ask for the Finance Department or send an e-mail.