Daily Money Management Services for Peace of Mind
Your Tech Lady offers reliable daily money management services and support, delivered with a personal and compassionate touch. I specialize in working with older adults, seniors, individuals with disabilities, and their families who require assistance with managing their day-to-day finances. Through my tech support, I encountered many clients who struggled to keep up with their daily financial tasks. The recent widow whose spouse handled the bill-paying and money management, or the senior who was starting to forget which bills to pay. When asked, I began to help my clients with these tasks, too.
The daily financial tasks can become overwhelming and cause stress to the person and their family members. This service takes that stress off everyone and gives peace of mind. My passion is helping my clients remain independent for as long as possible and enjoy a better quality of life. Being a Daily Money Manager allows me to fulfill that passion every day.

Bill Pay

Reconciling Statements

Preparing & Making Deposits

Medical Insurance Review & Claim Processing

Negotiating with Creditors and Vendors

General Organization of Financial Documents

