Your Daily Money Manager, LLC

“Helping you control your financial life.”
Text Box: Your Daily Money Manager, LLC Your Daily Money Manager, LLC provides daily money management services to individuals in the Triangle. Daily money management includes financial tasks such as handling all mail, organizing and keeping track of financial papers, filing and tracking medical claims, writing checks and reconciling bank accounts. By having someone else manage these tedious and time-consuming financial tasks, you can have time for things that matter more to you—family, friends and other interests. In addition, you get the peace of mind that your financial life is in control. In addition to handling day to day financial tasks, Your Daily Money Manager can be your advocate or liaison as you deal with other more specialized professionals like your tax accountant, financial planner, or attorney. Likewise, we can help you sort through those occasional financial decisions that are important and require some time to analyze and think through—such as: Medicare choices—supplemental plans, prescription drugs Employer benefit plan choices—medical and life insurance, flex reimbursement accounts Mortgage refinancing Buying versus leasing a vehicle The services provided through Your Daily Money Manager will be entirely dictated by you. Services can be of a one-time nature or ongoing. We will start our relationship with a free initial consultation, at your preferred location, where we will jointly determine the best mix of services and frequency to fit your situation. The services and rate we agree upon will be documented in a Scope of Services agreement to ensure we have the same understanding of what meets your needs. Our goal is to meet and even exceed your expectations so that you value the services provided by Your Daily Money Manager. Examples of Services Day to Day financial tasks Pay bills, including calls to payees regarding incorrect bills and preparation of checks for signature Prepare and deliver bank deposits Balance checkbooks and maintain organization of bank records Track day to day expenses Provide monthly reports of cash flow and/or net worth Budget development, tracking, and analysis Analyze medical insurance papers and verify proper processing of claims Help determine which medical bills should be paid based on insurance benefits Annual decision support Analyze pros and cons associated with annual Medicare or Company Benefit decisions Tax preparation support Organize supporting tax documents and other paperwork Maintain home payroll records for use in preparation of payroll tax reports Other General organization assistance Sort and file incoming mail Assist in evaluating insurance or mortgage options Liaison between individuals, their families, and community resources Liaison with other professionals—tax accountant, financial planner, investment advisor, attorney, trust Provide referrals to legal, tax, and investment professionals Net worth development and tracking Act as power-of-attorney or representative payee for Medicare Help decipher benefit and/or Medicare choices Assist in evaluating insurance or mortgage options Net worth development and tracking Other services as agreed to in the Scope of Services developed individually for each client Note: Due to licensing requirements and general restrictions, Your Daily Money Manager, LLC is unable to provide any investment or legal advice.

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Your Daily Money Manager, LLC

Leanne Brisbin, CFP®, CEBS

919-641-3745

Leanne@YourDMM.com

Cary, NC