Spend time with your loved one doing what really matters.
Is your loved one’s daily money management too much to handle alone?
Are all their bills being paid on time?
Are they susceptible to fraud or identity theft?
Are their “affairs in order”?
You feel overwhelmed and are losing precious time with your loved one while you try to manage their money all by yourself.
But it does not have to be this way.
Life with your loved one could be SO much better…
Start with a State of Current Affairs Review.
Working Together: What does it look like?
To clarify my services for those in Westchester County, Fairfield County, and New York City who wish to work with me on an ongoing basis, here is a list of things I do and do not do.
What I Do:
I coordinate communication between family, accountants and financial advisors.
I gather tax documents for accountants.
I contact doctors’ offices for appointments and payments.
I schedule appointments with estate attorneys and attend meetings.
I handle legal documents and work with attorneys settling estates.
What I Do Not Do:
I do not run errands.
I do not do taxes (but I work with accountants who do).
I do not take physical care of my clients.
I do not drive my clients around.
I do not give financial advice (but I do work with a financial advisor).
Frequently Asked Questions
Are you insured?
Do you come to my home?
How do we get started?
What Happy Clients Have Been Saying
“Thank you so much, Dawn, for everything you continue to do for my mom and myself. I’m not sure how we would have gotten through all this without you.”
“It was nice to have the chance to overlap with you at my mom’s. It was good to see how under control things are.”
“Dawn is precious to me. I sleep easier knowing she is taking care of me and all of my personal business.”
Dawn’s Recent Articles
One of the services a Daily Money Manager might provide is managing estate documentation. Recently, one of my client’s husbands passed away. Since their adult child lived a distance away, I was asked to oversee the settling of the estate. I found all of the documents...read more
I have quite the range of ages in my circle of family and clients. I am a grandmother of a 3 year-old boy, and the Daily Money Manager for a 90-year-old woman, and I adore them both. I am often struck by the independence range between the two. “I did it all by...read more
Everybody has experienced the day that is just too short. Hours fly by and yet the items on your To Do list stay firmly unchecked. Most likely, some of those items have to do with your personal money management. Bills to be paid, credit card statements to review, tax...read more
About Dawn Hayes
Dawn Hayes, President of Savvy Money Inc., is a financial organizer and daily money manager with more than 30 years of experience handling personal and business finances. She is a member of NAPO and AADMM, and abides by their Code of Ethics.
Dawn’s strength is in creating calmness out of chaos, organizing financial matters for seniors, small business owners, divorcees, widows and widowers, and busy professionals.
Her mission is to treat others with dignity, respect and compassion. And a healthy dose of humor!