Efficient, Effective, Personalized Service

Welcome!

Wouldn't it be great to stop worrying about getting bills paid on time? To stop worrying whether you've been a victim of identity theft and, if so, how to remedy the situation? Wouldn't it be great at tax time to have all your documents quickly organized and ready for your tax preparer?

Welcome to Sheffield Daily Money Management – where we will put your daily household financial worries to rest! We are, basically, financial secretaries. Our services include: assistance with monthly bill paying, audit of medical and insurance statements, organization of tax documents and monthly bank account reconciliation. We can provide ongoing support, as well as one-time assistance in time of need (illness, hospitalization, death of family member, etc.).

Our objective is to protect your financial well-being. We protect all clients alike – complicated or simple matters. With Sheffield Daily Money Management you can be confident your daily household financial issues are being optimally managed.

Our specialty is assisting older adults, although we are available to work with people in all stages of life. Due to the nature of the work, we request clients live locally - serving the Pointes, Harper Woods, St. Clair Shores and surrounding communities.

We are also available to speak to groups (Older Adults, Investment, Church, Women’s, etc.) on various financial topics. Past presentations have included "How to Protect Yourself from Identity Theft" and "Cost Savings Opportunities". See "Group Presentations" tab for more information.