Frequently Asked Questions

A Daily Money Manager helps individuals and families stay organized and on top of day-to-day financial responsibilities. This may include bill management, organizing financial records, monitoring accounts, and helping ensure important details are handled consistently.

No. My role is to support and organize financial information, not to make financial decisions on behalf of clients.

Clients remain involved in decisions and maintain control of their financial accounts. I work alongside clients to help ensure that financial matters are handled carefully and consistently.

Yes. With your permission, I can communicate and collaborate with your financial professionals to help ensure that information is organized and consistent.

Many clients find it helpful to have someone coordinating information and helping ensure that important details are easy to access when needed.

Yes, Supportive Solutions, LLC is fully insured.

Services are billed at an hourly rate based on the time spent working with and on behalf of each client. This includes meeting time as well as preparation and follow-up work.

Invoices are provided monthly and include a clear description of the work completed.

We begin with an initial meeting to understand your situation and determine what kind of support would be most helpful. There is no obligation to continue services after the initial meeting.

If we both decide to move forward, services begin after a Letter of Engagement is reviewed and signed so that expectations are clear.

Joy Schell, Managing Member of Supportive Solutions, LLC is happy to answer any questions you may have. All questions are welcome, we are here to assist you.