Eliminate the Chaos

Restore Your Independence

Regain Your Life

Daily Money Management:

Money Management and personal finance “Financial Executive Assistant” and Concierge services for busy professionals, senior citizens, or those who are overwhelmed or over-committed.

Daily Money Management, Personal Finance Organization, Consulting, and Home & Estate Administration Services for Busy Professionals, Executors & Trustees, Senior Citizens, and Special Needs Clients.

Money Management with Care

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Financial Concierge & Executive Assistant
at Your Service

Are you struggling under the weight of 4,371 bills to pay, searching for that receipt from your business trip to Orlando you need to record, avoiding the insurance policies you should review and update, organizing those tax records you need to get to your CPA, calling the painter that you always forget about…

Oh… and your car registration expired?

Are you eyeing up that heaping pile of mail and paperwork covering your kitchen table (and clogging your email) that may contain those things – and who knows what else?

No one should have to go through financial challenges on their own—even if you’re a high-profile professional focused on building their business or practice, an aging senior who has difficulty keeping up with bills and notices, or someone who simply feels stressed and overwhelmed when it comes to budgeting.

Rely on me as your personal money manager and financial executive assistant to support and expert assistance in navigating your daily finances.

Background-Checked, Bonded & Insured

Bill Pay & Reconciliation
Account Monitoring
Budgeting
Mail & Email Management
Medical Bill & Insurance Monitoring
Tax Organization
Financial Organizing & Triage
Project Planning & Implementation
Executor & Trustee Administration Support
And So Much More...

Personal Financial Solutions

Create the Future YOU Want

Personalized Money Management Services for You...

Although daily money management has common elements, every client’s situation differs.

I evaluate your needs and suggest services based on your goals, budget, and level of comfort.

Professional Navigator

Between work, travel, and just life, you want your free time to be quality time. I will deal with the minutiae while distilling the big picture to you.

ElderFinance Navigator

Customized administrative services for clients (seniors, special needs, etc.) who require money management services with varying degrees of support in order to maintain their independence.

Transitions Navigator

Helping you through life's transitions: spousal death, divorce, extended illness, downsizing, or any substantial change that may require some temporary help to get back on track.

Executor Navigator

Estate and Trust Administration "Business Side" Support for the overwhelmed Executor or Trustee who wants to resolve the estate impartially, efficiently, and effectively.

Personal Money Management Tailored to You

Our multi-step process lets us hone into what you and your family need.

1. Listen & Evaluate

Listen and evaluate your needs. No judging. The past is the past – together we look forward.

2. Understand

We discuss what you want and what is most comfortable for you.

3. Strategize

Objective-oriented service plan aligned with what you want and make sure other professionals are in the loop.

4. Implement

Together, we establish services based on your needs, goals, and budget.

Independence Navigator

What Clients Say About Us

Shannon helped me to navigate through some rough seas. Specifically, she helped me to supply what Computershare needed to transfer the title of the four stocks from either my mother, father, or owned as joint tenants to transfer all stocks to my Mother’s Estate.

I had been working on my own for six months without any success. This started in August of 2022 until my wife hired Shannon in February of 2023.

Barry

I Am Getting Back On Track

After struggling to figure out where all of my money was going Shannon really dug in deep to discover what I was missing! This was an amazing relief and now I am getting back on track with my spending and saving! Thank you so much!

Andrew T

Found Her So Helpful

“Shannon is a consummate professional. I would recommend her highly and wholeheartedly. We feel very fortunate to have found her through an old mutual friend who also found her so helpful.
Shannon has the rare quality of being able to anticipate issues before even we might. She can diffuse situations that have emotionally fraught aspects with her calm and methodical and respectful manner. She has added considerable value to our family by helping my father manage his finances, giving me more time to be present with him during the time we have. Just to name a few salient examples of specific ways she has helped, she helped us implement a system to curtail potential for fraud, and has helped reduce or medical cost through better application of insurance. One would be well served by her skilled talent. “

Chris E

Appreciated the Candid Answers

“When looking for a person to handle your finances/assets/property, you want the person to be detail oriented, organized, honest, and knowledgeable
Not only was Shannon able to organize my hot mess, she broke it down so that I could understand how and why it was being done that way.
Promptly answered my questions, and usually offered better suggestions/solutions. Appreciated the candid answers, if my choices were dumb.
No hesitation in recommending her services to any of my friends and colleagues. Fixed my book keeping, helped me organize my business, and helped me avoid long term liabilities.”

Sac

You Have Excellent Instincts

“My son & I have enjoyed working with you. It seems that when one gets into their eighties as I have that financial complexities just seem to increase.
You are very thorough and professional. You have made both of our lives much easier. You have excellent instincts! Thank you for your invaluable assistance.”

Wayne E

Independence Navigator

Hello, I’m Shannon!

How do you do?

Having both a special needs daughter and a parent with Progressive Supranuclear Palsy, I “get” the many challenges facing families today.

When I earned my MBA, I went on the path less taken and instead of the traditional corporate route, I focused on helping small businesses with process and operations workflow. Over the years, I gained additional experience in finance, accounting, taxation, and investments. I was always the one that friends and family went to regarding anything to do with personal finance and I was happy that I had the skills to lend a hand. Now I want to use my eclectic background to help families like yours with professional money management.

I am a member of the American Association of Daily Money Managers and in addition to working towards being a Certified Daily Money Manager, I am also actively studying to become a Certified Senior Advisor in addition to other related financial, mediation, and coaching continuing education.