We Take the Stress & Hassle Out of Managing Your Daily Finances
Keeping up with your daily finances helps you make smart decisions, plan for the future, and rest easy at night. But for many people, it can feel like too much — the paperwork, the deadlines, the details. Before you know it, things start to slip through the cracks.
That’s where we come in.
MoneyWise 365, our personal money manager system, handles everything— from paying bills and organizing tax documents to reviewing health insurance claims and more. We handle the details so you can spend your time and energy on the things (and people) that matter most.
Personal Money Management Services
Bill Pay & Daily Financial Tasks
We take the stress out of tracking multiple financial tasks off your plate- Payment and due date management
- Membershp and subscription management
- Account monitoring reconciliation and issue reduction
- Beneficiary designation verification
Financial Organization
We take care of budgeting and document preparation to simplify your life- Budget development and monitoring
- Preparation of financial information for CPA/tax preparer
- Investment account monitoring
- Document management and digital file creation
- Financial advisor and professional services coordination
Additional Services
We offer services in a variety of additional areas. Plus, our detailed focus helps with fraud prevention- Asset and liabilities inventory management
- Review of medical and insurance claims
- Estate Planning Workbook
- Financial check-ups
Financial Coaching
Be proactive with customized coaching sessions to get or stay on track with your personal finances.- personalized sessions for people in transition — loss of a spouse, divorce, retirement
- 1:1 sessions to build a personal money management system so you can be in control
- Q&A sessions to get answers to burning questions
*Note: We do not provide investment or legal advice.
Who We Serve
We specialize in working with people who want peace of mind that their daily personal money tasks are handled so they can focus on their lives and the things that matter most to them.
FAQs
What is a personal money manager (PMM)?
A personal money manager (also known as a daily money manager) assists with financial tasks, such as ensuring bills are paid and on time, payments are monitored to help prevent fraud, records are accurate, and taxes are handled. They can also help with tasks like cash flow planning, budgeting, and even perform financial check-ups periodically.
If I hire a Personal Money Manager (PMM) is an accountant, lawyer, or healthcare worker still needed?
Yes, a Personal Money Manager (PMM) does not take the place of professionals in the accounting, financial planning or investment, social service or medical fields. A PMM’s work complements the specialization of other professionals by facilitating the completion, accuracy and timeliness in taking care of day-to-day tasks.
For example, a PMM organizes and maintains accurate financial records and can then compile the necessary documents for tax preparation by an accountant. When the accountant has prepared the required tax returns, the PMM makes sure they are correctly signed and filed on time.
What will the services of a Personal Money Manager (PMM) cost and how are services billed?
Most services are provided on an hourly basis. Services are typically billed monthly or on a bi-weekly basis. An estimate of total charges will be discussed depending on the extent of services and the depth of the relationship. A full accounting of hours will be provided as billed. Once a scope of services has been established, if the client prefers, a flat monthly rate can be arranged. There is no charge for an initial consultation.
Will I be giving up my independence if I hire a Personal Money Manager (PMM)?
On the contrary, hiring a Personal Money Manager (PMM) will enable you to maintain your independence as they can assist you with your finances and help protect you from financial fraud. Clients can enjoy a renewed feeling of freedom and independence, and benefit from stress and anxiety of being overwhelmed by financial and other matters.
Do I need to use a computer to benefit from MoneyWise365?
No. MoneyWise365 was specifically designed to benefit individuals who do not have or want to use a computer. However, if you use a computer and want to access your account, you will be able to do so, or you may provide written authorization for third parties like adult children, accountant, and attorneys to access your information via our portal.
What if I live in a different state or live in different states during the year?
No problem. We work virtually nationwide.
Schedule a Call:
Got questions? Contact us:
Email: info@psworth.com
Phone: 949.940.8933
Website: MoneyWise365.com
*MoneyWise365 is a division of PS Worth, LLC