About Us

Driven by a passion for financial clarity, our team seamlessly bridges the gap between complex estate tasks and personal well-being, ensuring every client feels understood and supported.

Daily money management and financial administrative support that's right for you.

As a parent to a special needs adult and a daughter to a parent with Parkinson’s, I know firsthand how hard it is to provide support to your loved ones while giving them as much independence as possible. I decided to go into Daily Money Management because I saw the need for reliable and ethical professional money management services that help those too busy or who don’t have the capacity to manage their own household financial affairs. Because I know these matters are sensitive, I hold myself to the highest levels of Privacy and Ethical Standards.

As for my experience and background. I have an MBA from The Pennsylvania State University (Penn State for you football fans) and 20 years of small business and consulting experience ranging from process and workflow development, accounting, finance, sales and marketing funnel development, and management. I also have additional experience in taxation and investments. See my LinkedIn profile. My experience and knowledge of a broad range of topics will ensure the job is done correctly and I can mitigate/stop any trouble areas before they crop up. If a situation arises that is beyond my scope, I know what other professionals need and I can help make that process more efficient, saving you time and money. My goal is to provide you with the services you need as efficiently as possible. If you don’t need a service, or if you can be better served by another provider, I’ll tell you. My job is to simplify – to make your life easier – not add another layer of complexity. Please do take the time to schedule at least a 30-minute consultation. I’d like to get to know you and learn how I can help you and your family. Sincerely,

Shannon

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.”