Testimonials

I have been using a Daily Money Manager for almost 30 years because I have a hard time managing my finances. Seven years ago, Michelle took over and helped me navigate through the overwhelming task of handling over 30 bills each month, including doctors and creditors.
Karen., Annandale, VA

Michelle has been a tremendous help, especially when it comes to managing my mail and bills. At 65, it can be overwhelming to keep track of everything, but Michelle has taken the time to organize my bills, ensure they are paid on time, and even takes care of writing my checks for me. She has also helped me navigate online banking and bill payment, and together we have set up a budget schedule to keep track of my finances. I truly appreciate her assistance and feel like she is looking out for me like a younger big sister.
Robert, Falls Church, VA

Michelle is such a kind and caring person. She always takes the time to talk and be with us. When she noticed that my wife hadn't been to church in a while, she came by and brought us lunch. I also asked her for help with my iPod, and she quickly resolved the issue. Then on Christmas morning, we were delighted to find a beautiful orchid and a Christmas card at our doorstep from her. She is always so thoughtful and goes out of her way to show us she cares. We are so grateful to have her in our lives.
Earl & Marilee, Annandale, VA

My name is Margaret and Michelle has been a lifesaver for me, always there to lend a hand with anything I need. Whether it's changing light bulbs or helping me move things around, she's always ready to help. After my fall and breaking my hip, she was there for me 24/7, even offering to stay the night if she couldn't find an agency quickly. She helps me understand my mail and even assists with paying bills. We also enjoy spending time together and socializing. She's more than just a bookkeeper to me, she's like a second daughter. I am so grateful for her support and kindness.

Margaret, Alexandria VA

I am 61, and live in the south. My 94-year-old aunt is over 200 miles away from me. While many things can be done remotely, there are still many things that require physical presence. Fortunately, I has found Michelle, who visits my aunt every Monday morning to help with various tasks and spend time with her. Michelle has become a vital support system for me, providing local assistance with tasks such as checking emails and mail, writing shopping lists, managing finances, and more. With Michelle's help, I feel much better knowing that my aunt is well taken care of, and that I am not alone in looking after her.
Ellen, Virginia Beach, VA

When I lost my job unexpectedly, Michelle devised a plan to keep me on track and managed to pay off more than half of my bills while still contributing to my savings account. Thanks to Michelle's help, my debt has decreased and my credit score has improved. I am so grateful for the marvelous job Michelle has done in helping me with my finances.
Mary, Falls Church, VA

Robert had presented me with the idea of adding Financial Consulting to my business line. It was a great idea and I have had clients that wanted to be taught about budgeting and investing. Before hiring him I put him to the test, I needed to see for myself that this was the right move. I knew everything was good for me, so this was a real test of his skills. I have a good steady income, I invest regularly (BTW - he helped me start investing over a year ago), and I have been debt free for several years with a high credit score. So how could he help me you ask? All this and I still felt insecure about my future. I went through Robert's Discover Session answering his questions and let him do his magic. He helped me a lot. He gave me some great organizational tips, he showed me how to make my money work for me, and relieved me of my concerns about the future. I feel, regardless of your situation, he can help you too.

Michelle, Falls Church VA