Let’s Make Managing Your Money Simple Again
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.
We take the stress and hassle out of managing your personal finances — 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.
This service may be right for you if:
-
You have trouble keeping track of bills or financial paperwork
-
You occasionally miss payments or feel behind on money matters
-
You no longer want to (or are unable to) manage your finances on your own
Let us help you simplify your financial life! — ps!
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.
People we serve include:
-
Seniors & Caregivers:
As financial responsibilities grow with age, managing everyday tasks — paying bills, keeping track of statements, monitoring for scams — can become stressful. We partner with seniors and their caregivers to ease that burden. By making sure bills are paid on time, safeguarding against fraud, and helping maintain financial independence, we free up energy for life’s more meaningful moments.
-
Busy Professionals & People who Have Complex Financial Lives:
When your schedule is packed and your financial picture has many moving pieces — perhaps multiple income streams, investment accounts, trust/estate matters, etc. — even small things can slip through the cracks. We can step in to handle the routine but essential tasks: organizing your finances, monitoring expenses and deadlines, and keeping everything running smoothly so you can stay focused on your career, family, or entrepreneurial goals.
-
Retirees & People in Transition:Life transitions — whether retirement, divorce, loss of a spouse, health-changes, or simply shifting into a new chapter — bring both opportunity and uncertainty. By taking every day financial tasks off your plate, we give you space to care for yourself, explore your next steps, and build the future you want, knowing your day-to-day finances are in capable hands and aligned with your new pace and priorities.
Our Services
We offer a variety of services that can be customized to your specific needs, including:
- Paying bills
- Maintaining financial records
- Balancing checkbooks and security checks*
- Preparing budgets
- Debt Management
- Financial Check-Ups
*We’ll regularly review checkbooks, credit card statements, and bank statements to look for anything unusual:
- double entries for the same item
- questionable transfers
- transfers involving large amounts of money
- several small transfers
- a change in banking habits, or
- payments to unknown entities.
How to Get Started Working With Us
We start with an initial consultation where we listen to your needs and develop a plan you are comfortable with, as well as a schedule to help ensure that your finances stay up to date.
Frequently Asked Questions
What is a personal money manager?
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.
What assurance can you give me that you won't take my money and run?
Good question. We understand that trust is everything when it comes to managing your finances. Our goal is to provide secure, transparent, and reliable bill management services so you can enjoy peace of mind. We added checks and balances to our process.
Here’s how we ensure your money is handled with the highest level of integrity:
• Transparency & Accountability
✔ Clear Service Agreements – We provide detailed contracts outlining exactly what we do, with no hidden fees or surprises.
✔ Monthly Financial Reports – You (and any designated family members or advisors) receive regular updates on all payments made.
• Trusted Oversight & Security
✔ Collaboration with Estate Planners, CPAs & POAs – We work with your existing financial team to ensure alignment and oversight.
✔ Fraud Protection & Alerts – We actively monitor for suspicious activity and notify you of anything unusual.
• Licensed, Insured, and Experienced
✔ Professional Background & Certifications – With years of experience in financial management, we adhere to the highest ethical standards.
✔ Insurance – Our services are backed by professional liability coverage for added security.
• You’re Always in Control
✔ You Approve All Payments – No money is moved without your consent or a pre-approved plan.
✔ Designated Family or Legal Oversight – We encourage family members or POAs to be involved for extra peace of mind.
✔ Flexible, No-Pressure Service – You’re free to adjust or discontinue services at any time—no long-term contracts required.
How do I get started working with you?
That’s easy. It all starts with a quick call so we can learn more about you and the services that might the best fit. After the call, if you decide to work with us, we’ll send you an agreement and ask you to complete information regarding your accounts. Once everything is set up, we’ll send you a statement each month listing the bills paid and any other information about your accounts.
If at any time during the process you have questions or concerns, just reach out by phone or email.
Will I have to sign a long-term contract?
No the service we provide is month to month and may be cancelled at any time. However, we do charge a setup fee that is non-refundable.
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 want to make changes -- add a new bill, change banks, etc.?
To make changes, simply give us a call at 949.940.8933 or email: info@psworth.com and we will make any changes needed. Depending on the change, your fees could also change.
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