FAQs
HomeFAQs
Are you insured?
Yes — I carry specialist professional indemnity insurance.
What is a daily money manager, exactly?
A daily money manager helps with the everyday financial and organizational tasks that can pile up — preparing payments for bills, reconciling accounts, organizing paperwork, and coordinating with the professionals already in your life. It's hands-on, practical support, not investment, tax or legal advice.
Is this the same as a financial advisor?
No. We provide you with cost effective assistance to streamline the processes while allowing the other “experts and professionals” to do what they do best.
Who is this service for?
I support a range of clients and am happy to speak with anyone. Typically, my clients are retired individuals, adult children with aging parents, busy professionals, small business owners, start-up founders, widows, and frequent travelers.
Do you provide medical or caregiving support?
No — my services are entirely non-medical. Saying that I have a network of professionals and will help you research specialist support in whatever life transition you or your loved one is in so you don’t have to navigate changes on your own.
Is my personal information confidential?
Yes. Everything is confidential. You may designate people who I can share information with, but that is discussed and agreed as part of my contract with you.
What if my parent doesn't want help?
This isn't unusual. Accepting help can feel like losing independence or dignity. I focus on building trust at your family's pace, and many
families find that framing it as “someone to make things easier” rather than “someone taking over” helps.
families find that framing it as “someone to make things easier” rather than “someone taking over” helps.
How do you work with our existing CPA or advisor
Consider us as an extra set of hands. A trusted partner and coordinator. Not a replacement. We organise records, prepare documents and flag tasks that need attention. The key to our service is to make your life easier and ensure nothing gets missed.
What areas do you serve?
Our clients are based in and around the central Orange County and we work with remote clients. If necessary we can travel outside our service area for a fee.
Contact Us
Want to find out more or get started? Please call, email or fill out the form below.
1-657-247-6304
office@kellicassidy.com