When Managing
Your Loved One’s Finances Becomes
Too Much to Handle Alone.
I help families manage the financial side of caring for aging parents and loved ones with disabilities, so nothing falls through the cracks.
When a parent needs support managing the cognitive demands of daily life, or a sibling with disabilities needs financial caregiving to live independently, the responsibility suddenly lands on you.
You're already juggling your own life, your family, your finances. And now you're also monitoring their accounts, paying bills, chasing paperwork, and trying to protect someone you love from costly mistakes and financial scams.
It becomes a constant worry that follows you everywhere and the guilt when something slips.
Many families don't realize there's someone who does this professionally. A Daily Money Manager handles the day-to-day details so you don't have to carry the responsibility alone.
That's where I come in.
The problem most families don't know has a solution.
Meet Erin McCall
When my own parents needed help managing their finances, I stepped in. That experience showed me how stressful this responsibility can be for families, and how much relief comes when someone brings structure and oversight to the situation.
Today, I help families organize and monitor the everyday financial details that keep life running smoothly.
With a corporate background built on structure and accountability, and professional training in Daily Money Management, I bring both care and discipline to situations that require both. I am a member of the American Association of Daily Money Managers (AADMM) and fully insured.
What Daily Money Management Includes
Daily money management focuses on the financial rhythms of everyday life.
Services often include:
Reviewing and paying bills
Monitoring bank and credit card accounts
Reconciling financial statements
Tracking recurring expenses
Organizing financial paperwork
Simplifying online accounts
Coordinating with Care Managers, CPAs, financial advisors, and attorneys
Everything stays organized, monitored, and under control.
No constant worry about what might be slipping through the cracks.
How it Works
1
Schedule a conversation
I begin with a private call to understand your situation and see if we'd be a great fit.
2
Assess and organize
Accounts, bills, and paperwork are reviewed so I can create structure and identify risks.
3
Implement ongoing oversight
Financial systems are set to ensure everything is monitored and managed moving forward.
Your loved one deserves protection. And you deserve peace of mind.
If you're carrying the responsibility of managing someone else's financial life, you don't have to do it alone.
Let's talk about what's happening and create a steady, trusted plan that protects your loved one and gives your family confidence moving forward.
FAQs
How much does this service cost?
1
The time needed and cost will depend on your specific needs and the scope of services I can provide. The first consultation is complementary. We’ll discuss your situation and how I can help. If we are a good mutual fit, then a Letter of Engagement is signed and services are billed at an hourly rate.
Why isn’t Autopay enough?
2
Autopay is a convenient tool, but it may not work for everyone. Today’s options for online banking and personal finance apps are plentiful, and the changes and updates are constant. It can become too much to keep up with and adapting is not accessible for everyone. As a Daily Money Manager, I steward transactions for accuracy and legitimacy, and I’m working as your agent to mitigate risk of financial errors.
Why should I trust you?
3
As a member of the American Association of Daily Money Managers, I adhere to their Code of Ethics and Standards of Practice, I am background checked and insured, with underwriting by Lloyd’s of London. I am committed to working in the best interest of my clients, keeping their personal financial life organized and well cared for.
Who else can benefit from this service?
4
Many people can benefit from support from Daily Money Management service, across the spectrum of age, income, and abilities. I am passionate about helping people feel support and peace of mind about their personal finances so that they can feel more enjoyment and less stress.
What geographic area do you serve?
5
I am based in Maplewood, NJ and serve surrounding areas in Essex, Union and Morris counties. I am also available to support clients remotely who are not in this immediate geography.
Let’s Talk
Schedule a private consultation and we'll figure out together if I'm the right fit for your family.