About Us Archives - Your Senior Partners

Why I Focus on Seniors: How I Became Known As “The Senior Whisperer”

About Us, Bill-paying, Daily Money ManagerMay 15, 201816Views 0Likes 0Comments

With a client--we were both tickled by our matching outfits. I’m often questioned about why I work exclusively with seniors.Many Daily Money Managers work for busy professionals, small business owners, military personnel, and frequent travelers (and you can read more about the field of Daily Money Management at www.AADMM.com). The work they do is invaluable, but…

A Warm & Fuzzy Part 3: A Day at the Car Show: Year 2

About Us, Daily Money Manager, Professional FiduciaryMay 17, 201620Views 0Likes 0Comments

As a Daily Money Manager, I love it when I get to spend some fun time with my clients. I got that chance this weekend when I took Mr. J to the Norcross Classic Car Show for the second year in a row.Last year, I remembered that he loved cars; so I picked him up from…

A Day In The Life of a Daily Money Manager

About Us, Daily Money Management, Daily Money Manager, Professional FiduciaryMarch 29, 201619Views 0Likes 0Comments

Phew...People often ask me, "What's it like to be a Daily Money Manager?"Well, the last few weeks have been hectic: I had a crisis situation with a client I had to deal with but...It's all a day in the life of a Daily Money Manager!No two days are ever alike and it reminded me of…

A Warm and Fuzzy – Part 2

About Us, Bill-paying, Daily Money Management, Daily Money Manager, Financial InfoMarch 15, 201623Views 0Likes 0Comments

I like to brag about how we get things done and save our clients money by implementing daily money management services into their lives. We pride ourselves on being trusted advocates for our clients.But people will ask me, "how do you advocate for a client? Give me an example of how you save them money."Gladly!The…

Dorothy’s Story

About Us, Adult Children, Bill-paying, Daily Money Management, Daily Money Manager, Help for adult children, Help for aging parents, Sandwich GenerationDecember 16, 201513Views 0Likes 0Comments

I wanted to share with you the story of Dorothy, a client of mine for almost 4 years. I believe her story brings to life the services we provide and the passion we have for helping seniors with daily life and money matters.Dorothy was 79 years old when I started working with her in March…

Choosing The Right Daily Money Manager – Part 3

About Us, Daily Money Management, Daily Money Manager, Financial InfoNovember 11, 201523Views 0Likes 0Comments

One thing that makes Senior Partners unique is that we help simplify the complicated decisions facing today's seniors. As our world changes, it becomes more difficult to keep up with new technology and terminology. Senior Partners translates confusing concepts facing our seniors into language that can easily be understood--empowering seniors to make the best choice…

The Right Daily Money Manager – Part 2

About Us, Daily Money Management, Daily Money ManagerNovember 4, 201520Views 0Likes 0Comments

Choosing the right Daily Money Manager for your needs can be a challenge. In part 2 of our series, I'll share another tip that can make the process easier.Potential clients often ask me, "What makes your company different?" Last week, I shared with you our specialty and experience in working with seniors. If you missed…

Choosing the Right Daily Money Manager – Part 1

About Us, Daily Money Management, Daily Money ManagerOctober 28, 201514Views 0Likes 0Comments

Daily Money Management is a relatively new service offering in the marketplace, but there are many people out there offering the services and I get asked all the time, "What makes your company different?"How do you know which Daily Money Manager to work with? How do you know if they'll be a good fit for…

A Warm and Fuzzy – Part 1

About Us, Daily Money Management, Daily Money ManagerOctober 21, 201527Views 0Likes 0Comments

One of the things that makes our company different is that we believe the personal touch is important.Some Daily Money Managers like to sit at home in front of their computers sorting mail and creating reports—in their pajamas. Which is fine for them, but it’s important for us to see what’s going on with our…

Finding Hidden Treasure

About Us, Daily Money Management, Daily Money Manager, OrganizationSeptember 23, 201543Views 0Likes 0Comments

Now, I’ll admit, even as a Daily Money Manager, going through paperwork isn’t the most fun aspect of my job—but it can be one of the most crucial.A few years ago, I took on a client who had no family to help her with her daily life and money matters.During one of my visits, I…

“Now…what is it that you do, again?”

About Us, Bill-paying, Daily Money Management, Daily Money ManagerSeptember 16, 201540Views 0Likes 0Comments

That’s the question I get all the time after I tell someone that I’m a Daily Money Manager!“Daily Money…what?”“You’re a Day Trader?!”No!“Oh, you manage people’s money!”Nope!It’s understandable why people are confused: mostly no one has ever heard of Daily Money Management or knows that the service even exists.Daily Money Management began cropping up across the…

Welcome To Our New Blog!

About Us, Daily Money ManagementSeptember 4, 201517Views 0Likes 0Comments

Well, hello there!It is with great pleasure that I introduce to you our new website and blog.For those of you who might be a little confused right now, The Money Moxie is now Senior Partners!Why the name change? Well, as with many business decisions, it wasn’t done lightly and it was a very difficult decision…