We Help You Organize Your Financial Affairs

For clarity, accuracy & peace of mind

Meet Julie Maxwell

Daily Money Manager



Depending on your individual needs, we can

  • Work with you to streamline and pay your bills

  • Provide financial clarity if you have experienced an unexpected family change

  • Set up high-tech and low-tech solutions to simplify financial tasks

  • Organize your files – either hard copy or electronic

  • Reconcile bank, credit card & investment statements

  • Establish budget and spending plans

  • Manage medical bills & insurance reimbursements

  • Compile financial information for taxes, mortgage, school financial aid & other applications

How Does it Work

Although each client is unique, we follow a similar approach

  • When you call, we discuss what is not working.  We explore your vision for success and discuss a possible plan of action.

  • Next step is a short, no-cost home visit or video conference to dig deeper into what you need.  This visit is followed by a written proposal - an "Understanding Document"

  • Work begins.  It may be a single project or an ongoing relationship.  It may be on-site or virtual.  

  • As needed, we communicate with your accountant, attorney, investment advisors and family members


Please get in touch with us


Tel:  401-400-2751

Fax: 401-633-7646


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