“Now…what is it that you do, again?”
That’s the question I get all the time after I tell someone that I’m a Daily Money Manager!
“You’re a Day Trader?!”
“Oh, you manage people’s money!”
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 country recently to take on the tedious task of paying monthly bills and handling paperwork for busy baby boomers, their aging parents, small business owners, and people with disabilities.
But getting people to understand it can be a bit challenging.
I like to call our services “Senior ‘Inbox’ Management”
Think about it: What’s in your “inbox” at home?
Think about all the mail, bills, appointments, phone calls, and tasks that need to be taken care of on a regular basis that you collect in that special spot in your house.
That, in a nutshell, is what Daily Money Management is too!
THAT’S what we help seniors with here at Senior Partners—daily life and money matters—all the things that go into a senior’s home “inbox.”
As a “Senior Partner” we do more than just open mail and pay bills; more than just make phone calls and connect seniors with other professionals they need; we get involved with helping seniors deal with life issues as well.
We help simplify complicated issues seniors face and empower them to make the best decisions for themselves.
How cool is THAT?!
Seniors getting the help they need from someone they can trust; and we get that “warm and fuzzy” feeling inside from helping them.
Now that’s a win-win situation everyone can understand!