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Roadmap to
Daily Money Management

Services can include, but are not limited to the following:

  • Receive and review email and postal mail

  • Creating and implementing monthly budgets

  • Setting up online banking

  • Monitoring bills for irregularities

  • Bill Paying

  • Balancing checkbooks

  • Reviewing financial statements

  • Submitting insurance claims

  • Organizing and maintaining electronic & physical files

  • Collecting documents for tax preparation

  • Help prevent and/or contest fraud

  • Notary Services

  • Act as a liaison between our client and their designated professionals (Attorney, CPA, Financial Advisor, etc.)

    • ​As your daily money manager, I do not replace your financial advisor, attorney, or accountant. In fact, I work with your advisors to execute your financial tasks according to your instructions.  I can work with your current advisors or recommend vetted, trusted partners if you request one. 

Compass and Coins

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Important Disclosures:

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Atlas Financial Consulting, LLC, nor any of the Daily Money Manager(s) hired by the firm, does not replace your financial advisor, attorney, or accountant. The information presented here is not intended to substitute for legal, accounting, tax or other professional advice. Probate and contract law varies from state to state. All clients are advised to obtain advice from professionals in his/her own state. Any information and reference materials recommended by Atlas Financial Consulting, LLC, should not be relied upon as being comprehensive or error free. Any legal documents shared by Atlas Financial Consulting, LLC, should be reviewed by an attorney in the client's home state.

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Your financial security is one of our firm’s top priorities, as such Atlas Financial Consulting, LLC will never ask for personal information such as your social security number, date of birth, information on your financial accounts, usernames and/or passwords via email.  Should you ever be asked for information in this manner please contact us immediately at (863) 272-2275.  Electronic communication sent through email is not secure and its delivery is not guaranteed. This e-mail communication and any attachments may contain confidential and privileged information for the use of the designated recipients named above. If you are not the intended recipient, you are hereby notified that you have received this communication in error and that any review, disclosure, dissemination, distribution or copying of it or its contents is prohibited. If you have received this communication in error, please notify me immediately by replying to this message and deleting it from your computer. None of the information contained herein should be construed as an offer, sale or recommendation of any security, product, or service of Atlas Financial Consulting, LLC. Past performance does not guarantee future results. 

© 2021 by Heather Riner.

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