Daily money managers confidentially handle your day-to-day business affairs for you … and more. Your particular needs determine what services Checknowledgy provides; however, the scope often falls into one or more of the following categories (further details are provided on linked pages):
- Bill-paying and related activities (daily money management’s universal core competency)
- Financial organization
- Executor/executrix support
- Software training in Quicken and Excel (individualized to your specific needs and interests).