Our Expertise Leads To Your Peace of Mind
If you are managing the day-to-day household finances for yourself or someone else in addition to balancing your own busy life, wouldn't it be great to turn those burdensome tasks over to a trusted partner to handle instead of trying to figure out how to squeeze it in and manage it on your own?
Caymus Financial "bonded and insured" Daily Money Managers (DMMs) ensure that nothing falls through the cracks by performing tasks like:
- Bill Paying
- Financial Coaching and Budgeting
- Balancing Checkbooks
- Fiduciary Services
- Credit Card Statement Reconciliation
- Preparing and Delivering Bank Deposits
- Assembling Tax Documents
- Medical Bill Investigation
- General Organization Assistance
- Providing Referrals to Legal, Tax, and Investment Professionals
- Notary Services**
- Life Binder Services