Daily Money Management & Financial Organizing
Financial Organizing Services with Adele Tusson-Gross, CDMM®
Adele Tusson-Gross, a Certified Daily Money Manager® and Vice President of AADMM's Atlanta Chapter, 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.
Based in Watkinsville, Georgia, Adele serves clients both in-person and remotely, including older adults, individuals with disabilities, busy professionals, high-net-worth clients, and anyone needing support with personal financial management. Licensed, insured, and with outstanding client references, our practice provides peace of mind with every engagement.
Our Services:
Financially Fit & Ready Kit: 2 Vital Organizing Documents.
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
Daily Money Management & Financial Organizing
We help you establish clear, manageable systems for financial organization and keep everything running smoothly:
Financial Document and Email Review
We work with you to stay on top of key financial documents and important emails:
Life Organizing & Office Support
Our services extend beyond finances to help you keep all areas of life organized:
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 begins at $120 per hour. We have a 2 hour minimum for in-person appointments and a 30 minute minimum for Remote clients.
Adele Tusson-Gross, a Certified Daily Money Manager® and Vice President of AADMM's Atlanta Chapter, 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.
Based in Watkinsville, Georgia, Adele serves clients both in-person and remotely, including older adults, individuals with disabilities, busy professionals, high-net-worth clients, and anyone needing support with personal financial management. Licensed, insured, and with outstanding client references, our practice provides peace of mind with every engagement.
Our Services:
Financially Fit & Ready Kit: 2 Vital Organizing Documents.
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
Daily Money Management & Financial Organizing
We help you establish clear, manageable systems for financial organization and keep everything running smoothly:
- Quicken and Excel Setup: Maintain detailed records, categorize expenditures, and generate quarterly reports.
- Bank Reconciliation: Match records with bank statements to ensure accuracy.
- Bill Management: Research and organize bills, set up automatic payments, manage online bill pay, and monitor for cost-saving opportunities.
- Tax Preparation Support: Track tax-related income and expenditures and liaise with your CPA for seamless tax preparation.
Financial Document and Email Review
We work with you to stay on top of key financial documents and important emails:
- Set up and maintain an online password vault.
- Organize paper and digital mail.
- Review documents and communicate with providers on your behalf.
Life Organizing & Office Support
Our services extend beyond finances to help you keep all areas of life organized:
- Home and office organizing for a more efficient living and working space.
- Resources and referrals for trusted service providers
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 begins at $120 per hour. We have a 2 hour minimum for in-person appointments and a 30 minute minimum for Remote clients.