What is Daily Money Management?
Daily Money Managers provide assistance to clients who have difficulty in managing their personal financial affairs. The services meet a variety of needs from organizing and keeping track of financial and medical records to assisting with bill payments and financial services.
Are you insured?
Yes. WalletWise, LLC carries Professional Liability Insurance through Lloyds of London.
Will I lose my control of my accounts if I hire WalletWise, LLC Services?
Absolutely not. The client always has access and control over all of his/her accounts and records. From bill paying to organizing, you determine the service we provide.
What is your policy on Confidentiality of your Clients?
We take your privacy very seriously. We do not exchange, distribute or share and information we receive from our clients with any third party. We follow the American Association of Daily Money Managers Code of Ethics (available upon request).
Will I have the same daily money manager visiting me each time?
Yes. Your daily money manager is dedicated to serving you.
Do you replace my accountant or financial advisor?
No. We work together with your financial professionals. We do not provide tax, or legal advice, but our work complements the services of these professionals.