What We Do
We offer a range of services designed to ease the financial pressures that come with aging or major life changes, such as illness, divorce, or the loss of a spouse.
Bill Payment & Management
Paying bills, addressing incorrect charges, and preparing payments for your approval.
Bank Account Reconciliation
Managing and reconciling checking accounts and investment statements to ensure accuracy.
Tax Document Organization
Ensuring tax documents are properly organized and easy to access for filing or future reference.
Insurance Support
Reviewing and verifying medical insurance papers and processing claims as needed.
Fiduciary Services
Assisting with fiduciary matters and connecting clients with legal, tax, and investment professionals for specialized support.
General Financial Organization
Organizing financial documents and creating effective systems to keep everything in order.
Budgeting
Developing and monitoring budgets to maintain financial stability.
Fraud Detection
Identifying and addressing potential fraud or irregularities in financial transactions.
Our 5-Step
Process
We’re here to help you stay on track, make smarter financial choices, and reach your goals with ease. Here’s how we do it with our 5-Step Daily Money Management Process:
01
Introductory Meeting
Schedule a 20-minute complimentary consult where we’ll get to know you, your needs, and discuss how we can help streamline your financial life.
03
Ongoing Support
We provide consistent, reliable assistance to keep your financial matters organized, ensuring peace of mind in your daily life.
02
Assessment & Custom Plan
We assess your current financial situation and create a personalized plan to address your needs, focusing on key areas such as bill payment, budgeting, and record-keeping.
04
Referral to Specialists
If needed, we refer you to trusted professionals for legal, tax, or investment advice.
01
Bill Payment Assistance
We ensure your essential payments, such as utilities, insurance, and medical bills, are paid on time. We set up automatic payments when possible and handle paper checks as needed, giving you peace of mind.
02
Bank Account Oversight & Fraud Monitoring
We monitor your bank accounts and credit card activity for unusual transactions. Our team reconciles statements and resolves billing errors to prevent financial fraud and mistakes.
03
Budgeting & Cash Flow Management
We help you create a spending plan that aligns with your needs and income. By tracking expenses and ensuring large upcoming payments are covered, we provide financial stability and clarity for your future.
04
Record Organization & Tax Prep Support
We compile and maintain a secure inventory of your accounts, assets, and key financial documents. Our services also include gathering and organizing tax documents to ensure a smooth process for tax filing.
05
Support with Family & Trusted Advisors
We work closely with your designated loved ones, financial advisors, attorneys, and care managers. When needed, we provide referrals to trusted professionals to support your evolving needs.
We’re here to help you stay on track, make smarter financial choices, and reach your goals with ease. Here’s how we do it with our 5-Step Daily Money Management Process:
Meet Rose, Your Trusted Guide
With extensive experience in long-term care administration, healthcare IT consulting, project management, and health insurance, Rose combines technical expertise with a deep commitment to supporting seniors and individuals in transition. She stepped away from her corporate career to pursue her passion as a daily money manager, to focus on personalized financial organization and management.
â
âRose’s background equips her to streamline complex financial tasks, for clients so they can focus on living their lives. Rose excels in creating systems that bring clarity and order, particularly in managing paperwork, budgets, financial organization and preparing for the future. Her work emphasizes maintaining her clients’ independence and security through financial stability.
â
Rose graduated with a degree in Psychology from the University of Pennsylvania and a Master’s in Social Work with a concentration in Gerontology from Boston University. Her professional roles have included budgeting, accounting and project management across the healthcare sector. She combines her skills in finance, IT, aging, and social work to serve individual clients.
â
Rose is a member of the American Association of Daily Money Managers (AADMM), insured as a daily money manager, and adheres to the AADMM Code of Ethics. She lives in Newton, MA, with her husband David and their two grown children. She enjoys traveling, exercising, painting, and planning memorable celebrations for her loved ones.
Still On the Fence?
Why Choose Us
Let us handle the details of day-to-day financial management so you can focus on enjoying your life.
Our expert support ensures that all aspects of your financial world are organized, accurate, and secure.
You approve all major decisions while we take care of the details.
What Our Clients Say
“Day Sensible Solutions Helped Us Achieve Financial Peace.”
Jasmine & Kathy Taylor
“Efficient Budgeting and Savings with Day Sensible Solutions.”
Elwin Suzuki
“Debt-Free and Thriving Thanks to Day Sensible Solutions.”
Shelly Jackson
Take the Next Step
Ready to simplify your financial life? Schedule a complimentary 20-minute intro call. During this meeting, we’ll discuss your unique situation and explore how our services can support your goals.
Contact Us to Get Started
Let us handle your financial future together
What Our Clients Say
“Day Sensible Solutions Helped Us Achieve Financial Peace.”
Jasmine & Kathy Taylor
“Efficient Budgeting and Savings with Day Sensible Solutions.”
Elwin Suzuki
“Debt-Free and Thriving Thanks to Day Sensible Solutions.”
Shelly Jackson