Do you manage day-to-day finances for yourself or someone else?

COVID-19 Update (Week of May 25th)

We are OPEN and operating on a modified schedule. We are providing all services through Video Chat, Phone Calls or Pickup/Drop Off. This keeps you safe, keeps our staff safe and nothing slips through the cracks. 

Please reach out to us with any questions or concerns at 610.467.8585

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
  • 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 

Servicing the Lehigh Valley and beyond...

Lehigh Valley, Pennsylvania, United States