By Your Side Financial provides Daily Money Management services to individuals and families.
lifting the burden of financial tasks
Calm. Capable. By your Side.
What is a Daily Money Manager?
A Daily Money Manager (DMM) is a financial professional who provides personal financial services to individuals and families, and who manages personal daily money matters such as bills, budgets, and record-keeping. Daily Money Managers deliver essential personal financial services to seniors and older adults, people with disabilities, busy professionals, high net worth individuals, small businesses and others. Services may include Financial Organizing, Bookkeeping, Bill Payment, Budgeting and Reporting.
Financial Organizing
We work together to set up and maintain a financial filing system, prepare and compile information for tax reporting, gather financial information to create an inventory or records.
Bookkeeping and Bill Payment
Do you know what you are spending your money on? Do you need help managing your bill payment?
We can maintain information on income and expenses and manage financial records in a personal finance software.
Budgeting and Reporting
We can provide insights into spending patterns, track financial statements over time and assist in achieving financial goals.
About Me
I am Holly, and I am the owner of By Your Side Financial. I began my career in public accounting, where I gained a comprehensive understanding of accounting processes and developed the skills necessary to work with a diverse range of clients. As I progressed in my accounting career, I deepened my skills in financial planning, budgeting and reporting.
As a Daily Money Manager I enjoy working with my clients to understand their needs and goals, and together develop a plan that works to reduce stress related to finances and give my client's more time to enjoy their lives.
I am organized, adaptable, and a good listener. I approach each relationship with thoughtfulness and a genuine interest in helping others succeed.
