Daily Money Management

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Daily Money Management

Kelli Cassidy & Co can assist you with your everyday financial tasks.

Below are the services we often offer. If your needs aren't listed, please ask.

  • Organize existing documents for your estate attorney, CPA and financial advisor

  • Manage mail, bills and prepare payments for your signature

  • Build and maintain accurate, accessible and secure records and files

  • Create a budget to clarify where your money is going

  • Build a transparent system to help achieve longer-term goals

  • Reconcile bank statements

  • Monitor statements and bills for errors and fraud

  • Refer to legal, tax and investment professionals and community resources

More services

Helpful insights for managing your life

Looking ahead

Life has a way of shifting when we least expect it. A parent who was managing well on their own may suddenly need more support and adult children are often left wondering where to begin. A work promotion leads to more travel and life at home falls behind. Or you simply want help with the “life admin” so you can enjoy more free time. Our mission is to be your trusted partner: a steady guide who helps individuals and families stay on track, understand what resources exist and connect them with the right people, at the right time.
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Serving Orange County

We are based in Orange and service the surrounding areas.

Read our reviews

References available upon request.
Kelli consistently provides patient support when I need it most. She helps me keep my home and finance matters organized and takes the worry off my plate.
Donna MRetired individual
Kelli was fantastic to work with. She was thoughtful and responsive. She helped my small business in a number of ways. I can’t recommend Kelli enough.
Sally H.Small business owner

Frequently asked questions

Answers to common questions about our services.
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 process while allowing the “experts and professionals” to do what they do best.

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

Enquiry Form