Who We Help
Many people dealing with a variety of circumstances benefit from the services of a daily money manager. The common thread is the need or desire for assistance in managing their day-to-day financial matters.

ACTIVE RETIREES
Are you a retiree who manages your own household finances but would prefer to focus more time on other activities such as spending time with family and friends, traveling, biking or hiking? Do you need help developing a spending plan to make sure you don’t overspend and you have enough money to cover your expenses? Fiscally Focused will manage your financial tasks so that you can fully enjoy your retirement without being bogged down with financial and other paperwork.

OLDER ADULTS
Are you struggling to pay your bills on time and keep your financial activities current and organized? Have you overpaid for services without realizing it at the time? Are you having difficulty understanding the medical claims you receive? Fiscally Focused can take the burden off you by overseeing your financial activities and monitoring your documents.

CAREGIVERS AND ADULT CHILDREN OF AGING PARENTS
Are you managing your parent’s financial matters and overwhelmed or challenged by this responsibility? Are you managing your own finances and don’t have time to take on additional duties? Do you have a loved-one who is showing signs of diminished mental capacity and needs help taking care of their financial tasks? Fiscally Focused will consult with you to come up with a plan to manage the day-to-day financial activities and keep documents organized.
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THOSE EXPERIENCING A LIFE TRANSITION
Life-changes may throw you for a loop. Are you dealing with a separation, divorce, illness or loss of a loved one and challenged with understanding or managing your personal finances? Do you need help coming up with a spending plan to make sure your expenses stay within your means? Fiscally Focused can ease the burden of managing your financial tasks and help you better understand your finances and other documents which may be confusing and overwhelming.

INDIVIDUALS OF ANY AGE
Do you have a hard time keeping up with personal financial paperwork and activities such as paying bills, balancing your checkbook or organizing your tax documents? Are you challenged by not having all the skills needed to fully manage the financial tasks which are hanging over you? Fiscally Focused can help reduce the stress you may be experiencing from financial and organizational activities that are time consuming and overwhelming.


BUSY PROFESSIONALS
Are you a busy professional who would prefer to spend more time focusing on family, your profession and other activities such as leisure time or getting together with friends, and less time on financial-related paperwork? Do you work long hours and have difficulty finding time to keep up with paying all of your bills, sorting through mail or keeping your documents organized? Fiscally Focused can manage your day-to-day financial matters while you spend more time on other activities.

SMALL BUSINESS OWNERS
Do you spend time running your business and find yourself with limited time to take care of your own personal finances? Are you having a hard time keeping up with paying your bills and other financial tasks since your business activities are all-consuming? Fiscally Focused can provide you with the help you need to keep your personal financial matters current.

PROFESSIONAL ADVISORS
Are you an accountant, attorney, financial advisor, social worker or other professional who notices a change in your client's situation and may have concerns about their ability to manage their financial-related activities? You can help a client by recommending a daily money manager to assist with their day-to-day financial tasks. Fiscally Focused is here to help.