Daily Money Management

Take control of your finances with Order Your Life’s daily money management services. Founder Penny Catterall and team members Shelly Trimble and Grady Catterall can help busy professionals, seniors, and small business owners become and stay financially organized. We bring years of trusted professional organizing, banking and actuarial experience into helping you keep track of your money. We use a strict code of ethics determined by the American Association of Daily Money Managers, of which Order Your Life is a member.

Working side-by-side with you or remotely, Order Your Life meets our client’s needs with a variety of money management services. They include:

  • Receiving, processing and paying bills, including calls to payees regarding incorrect bills and preparation of checks for client signature
  • Reconciling banking accounts and investment statements
  • Setting up and maintaining personal finance and money management tools (such as Quicken, Mint, etc.)
  • Organizing and processing medical insurance paperwork and verifying proper processing of claims
  • Developing and maintaining lists of financial assets
  • Setting up online bill payment through banks and training clients to use systems
  • Developing financial organizing systems using Excel, Evernote, Dropbox, etc., for easy entry, filing, and locating
  • Preparation of payroll checks for home employees including calculation of Federal and state withholding and FICA taxes
  • Preparing and organizing tax documents

Order Your Life is proud of our senior support services. We currently receive referrals from organizations such as Iona Senior Services and Aging Network Services to assist seniors with daily money management. Please contact us if you or a loved one would like help.