How did I get started?

After a satisfying corporate career, the idea of having my own company was a no-brainer for me. I knew I had landed when I found out that what I wanted to do was already this profession called, "Daily Money Management". 

Saving clients from late fees, interest payments, tax penalties, erroneous medical bills, and general anxiety feels really gratifying.

The company name was chosen to illustrate my approach to the personalized nature of this business, along with the commitment to accuracy and timeliness.

I look forward to sitting with you at your table!