Comprehensive Daily Money Management Services
Let us organize your personal business affairs, manage your bank accounts, and pay your bills, so you can focus on what matters most.
Or use us as a guide to help you get the building blocks in place to do it yourself!
What Is A Daily Money Manager?
Daily Money Managers offer services to help their clients organize and manage their financial lives and other personal business matters. At Advocate Money Management, we offer a tailored approach with services ranging from full management of your day-to-day financial affairs to tools, guidance, and support that enable you to be successful on your own.
Daily Money Managers Are…
Personal Financial Managers
Managing bank accounts, bills, insurance claims, and other personal business matters can be overwhelming for many people, especially those who are aging, the “sandwich generation”, and people who just lack the skills, experience, or time.
Advocate Money Management can take care of all of it for you, acting as your personal advocate.
Personal Financial Mentors
Many people can manage their own finances, but just need a little guidance along the way.
You may just need help learning how to create a budget and savings plan. Or maybe you have recently taken over managing your elderly parent’s finances and aren’t sure how to navigate some of the unique challenges seniors face.
Advocate Money Management has the experience, tools, and resources to make you successful! We offer a variety of consulting services that meet any need.
Life and Estate Organizers
What if something were to happen to you tomorrow and you could no longer manage your personal affairs… who would step in? Do they have everything they need to act on your behalf or settle your estate?
Enter the Life Log, a structured methodology to document everything your successor will need. Your loved one’s job will be hard enough… the Life Log is a gift to make it less stressful for them.
Introducing Advocate Money Management
Offering comprehensive Daily Money Management solutions to clients in Illinois and beyond.
Whether you are looking for full service money management, digital organization, or just need an experienced expert in your corner, Advocate Money Management has the experience and skills to help you reduce stress and simplify your life.
How Can A Daily Money Manager Reduce My Stress?
Money Management for Aging Seniors
Is managing your personal business matters becoming too much to keep up with? Don’t have family able to help, or simply don’t want to burden them?
You are not alone!
Money Management for the “Sandwich Generation”
Have you taken responsibility for an aging parent’s finances? Are you overwhelmed and having trouble finding balance in your life?
We’ve been there!
Money Management for Busy Professionals
Are you finding it difficult to balance the responsibilities of a demanding career, travel, time with your family, and staying on top of your personal business affairs?
Help is here!
Money Management for Divorcing Individuals
Are you going through a divorce or other life transition? Do you lack experience setting up a budget and managing household finances?
Let’s chart a new way forward!
Michelle Brown, President and Daily Money Manager
My personal story is at the heart of my passion for helping others with Daily Money Management services.
I have learned through experience how impactful the right help can be for those who find it difficult to keep up with their personal financial and business matters.
I would love to put my experience, knowledge, and skills to work for you!
