Services
Managing day-to-day finances can feel overwhelming. I’m here to make it easier.
Whether you’re looking for help staying on top of bills, building a realistic budget, organizing financial documents, or safeguarding your accounts, I provide clear, reliable support tailored to your unique needs. With a focus on simplicity, transparency, and peace of mind, my goal is to help you feel confident and in control of your financial life. Explore the services below to learn how I can bring more order, clarity, and calm to your everyday money management.
Our Services
Bill Management
Monitor, track and pay bills on time.
Budgeting
Work with you to build a budget that meets current needs and considers your 'wants'. Provide a monthly view of how you are performing against that budget, as well as discussion of areas of deviation and any necessary changes going forward.
Review subscriptions and automatic payments that may not otherwise be noticed.
Expense Tracking and Financial Reporting
Balance your bank account(s) and track income and expenses each month. Monitor your statements to catch any unusual activity in your accounts to reduce your risk of becoming a victim of fraud.
Debt Reduction
Work through debt payoff strategies to determine which is best suited for your priorities and financial health. Monitor and track progress made monthly.
Fraud Detection
Oversee transactions to ensure no fraudulent activity has taken place. Educate the client on scams to watch for and general safety precautions. Take necessary actions when fraud has occurred and contact authorities as needed.
Mail Management
Review mail with the client to sort out personal communications, important bills and notices, and solicitations. Contact solicitors to reduce future mailings and set up online communications where appropriate.
Tax Document Preparation
Assemble all necessary documents for your tax accountant to be sure each tax filing season goes as smoothly as possible. Act as your liaison with your tax accountant for any audits, strategy prep, or questions throughout the year. Facilitate quarterly estimated tax payments as needed.
File Organization
Work with the client to filter through the piles of documents to determine what needs to be kept, for how long, and come up with a system that makes sense to the client.
You have some questions?
Check out our FAQs
In-person support is offered in Chittenden County and surrounding areas, or remotely anywhere in the country.
“Debra has the critical combination of skill and compassion that is needed for a daily money manager. Her attention to detail gave me peace of mind that my parents’ finances would be handled expertly. And my parents were at ease with having her handle their finances because of the compassion she shows towards those going through difficult times in life.”