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Providing services for individuals and families, including records organizing,
bill paying, and other personal finance related tasks.
Erin McCall, Owner
Erin McCall, Owner
I provide trusted help with everyday personal finances with compassion, security and structure for clients.
As a member of AADMM, the American Association of Daily Money Managers, I adhere to the Standards of Practice and Code of Ethics. Personal Finance Organizing and Assistance LLC is fully insured.
I became a Daily Money Manager after my own personal experience supporting my family. I managed my parents’ personal day-to-day finances following my father’s progression with Parkinson’s Disease. Around the same time, prompted by my child’s Autism and ADHD diagnoses, I learned about disability affirming care and Person-Centered Planning. I felt first hand the need for quality support with personal finance and daily money management.
This personal experience, combined with the project management and financial discipline skills I developed working more than 25 years in corporate organizations, inspired me to launch Personal Finance Organizing and Assistance LLC. As a Daily Money Manager I provide trusted financial care for my clients and community.
Services
Services
Organizing financial paperwork and records
Bill paying and accounts reconciliation
Setting up online account access
Preparing and monitoring a budget
Coordination with related service providers
Clients
Clients
Aging Adults who want help staying on top of bills and paperwork
Caregivers and busy professionals managing someone else’s finance
Adults with disabilities who want systems and support that enable independence
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