About Us

In addition to general daily money management tasks, we also specialize in an area most Daily Money Managers don’t address – saving our clients money. Whether it is a price negotiation with your medical provider or assuring you receive a senior discount when available, we will focus efforts on obtaining cost savings for you.
Rest assured, we will not only assist you in protecting your financial well-being but will also work hard to provide efficiencies – every penny counts!

Let me introduce myself

I’m Wendy Sheffield, Owner and Founder of Sheffield Daily Money Management.

My interest in this business came from my personal experience several years ago when a family member passed away. I became the manager of several different family members’ daily household finances at that time and began to realize there are probably other people in the community who could also use my expertise and commitment. Combining my passion for finance and my desire to help people, I launched Sheffield Daily Money Management. I LOVE WHAT I DO!!!

As you will see from my education and work background, I have a strong history of responsible, finance-based positions. Also, the work I have done for other clients over the past few years has given me the expertise and knowledge to provide very efficient service to all my clients. I work well with other professionals such as attorneys, CPAs, financial advisors, and bankers.

In addition to my business, I also spend a lot of time with my family which includes my husband, three sons, and a dog. I enjoy running, antiquing, and sailing in my free time.

Please call me with any questions or to schedule a consultation to see how Sheffield Daily Money Management can help you make life a little easier. I look forward to meeting you!

Past Work Experience

Visteon Corporation – IT Controller, Axle Plant Assistant Controller, Mergers and Acquisitions Finance Manager, Division Cost Manager, Division Profit Consolidator

Ford Motor Company – Supplier and Internal Auditor, Assembly Plant Cost Analyst

NBD Bank, NA – Asset-based Lending Auditor

Education

MBA in Finance, Indiana University, Bloomington, IN

BA in Economics and Management, Albion College, Albion, MI

References always available and encouraged.

FULLY BONDED AND INSURED