Daily Money Management & Financial Organizing
Financial Organizing Services with Adele Tusson-Gross, CDMM®
Adele Tusson-Gross, a Certified Daily Money Manager® offers personalized financial organizing and daily money management services. As a member of the National Association of Daily Money Managers (AADMM), Adele undergoes a background check every two years, ensuring her commitment to trust, integrity, and professionalism.
We are based out of Watkinsville and Athens Georgia. Adele serves clients both in-person (Athens, Georgia and Miami, Florida) and remotely. We serve older adults, individuals with disabilities, busy professionals, and anyone needing support with personal financial management. Licensed, insured, and with outstanding client references, our practice provides you and your loved ones peace of mind.
Our Services:
Daily Money Management & Financial Organizing Services.
Financial Projects:
Our most popular projects are the 1) Money Map and 2) Peace of Mind Planner/Emergency Planner
1) The Money Map: Track & tame your spending
Bills & Income snapshot including auto-ship memberships subscriptions and credit card fees, Loans, Income Sources, and a comprehensive Spending Review
Financial Document and Email Review
Bill Review and Savings Opportunities
Many clients find they’re paying too much for services like streaming, cable, and internet. Let us review your bills, contact service providers on your behalf, and help negotiate savings where possible.
Start Your Journey to Financial Organization
We offer a comprehensive consultation to understand your needs and tailor our services to you. Let us transform your finances and bring clarity to your financial life. Contact us today to get started!
Our fee structure is $120 per hour.
Adele Tusson-Gross, a Certified Daily Money Manager® offers personalized financial organizing and daily money management services. As a member of the National Association of Daily Money Managers (AADMM), Adele undergoes a background check every two years, ensuring her commitment to trust, integrity, and professionalism.
We are based out of Watkinsville and Athens Georgia. Adele serves clients both in-person (Athens, Georgia and Miami, Florida) and remotely. We serve older adults, individuals with disabilities, busy professionals, and anyone needing support with personal financial management. Licensed, insured, and with outstanding client references, our practice provides you and your loved ones peace of mind.
Our Services:
Daily Money Management & Financial Organizing Services.
- Set up and maintain Quicken
- Bill Management
- Tax Preparation Support
- Budgeting
- Bank Reconciliation
- Create and Organize a System for Important Papers
- Office & Home Office Organizing
Financial Projects:
Our most popular projects are the 1) Money Map and 2) Peace of Mind Planner/Emergency Planner
1) The Money Map: Track & tame your spending
Bills & Income snapshot including auto-ship memberships subscriptions and credit card fees, Loans, Income Sources, and a comprehensive Spending Review
- Excel worksheet filled out with the company name, type of company, when it is paid, how it is paid (bank account or credit card). Account numbers and contact information.
- List of Vital Records and where they are stored.
- List of Important Contacts.
- List of all Financial Accounts including type, account number, Representative and contact information.
- Passwords
- Legacy Ready: End-of-Life & After-Death Organizer.
Financial Document and Email Review
- Password management support.
- Organize paper and digital mail.
- Review documents and communicate with providers on your behalf.
Bill Review and Savings Opportunities
Many clients find they’re paying too much for services like streaming, cable, and internet. Let us review your bills, contact service providers on your behalf, and help negotiate savings where possible.
Start Your Journey to Financial Organization
We offer a comprehensive consultation to understand your needs and tailor our services to you. Let us transform your finances and bring clarity to your financial life. Contact us today to get started!
Our fee structure is $120 per hour.