Stressed? Overwhelmed? Bills and mail never stop?
It's a lot to manage!
Let C. Dolan & Associates help navigate and organize your financial paperwork to restore peace of mind.
We'll be your Daily Money Manager!
Are All Your Financial Organizing Bases Covered?
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I am a Daily Money Manager with a passion for assisting clients who are very busy, or who have difficulty managing their personal financial matters. C. Dolan & Associates clients include seniors, adult children of seniors, high net worth individuals, busy professionals juggling careers and families, and organizations without the staff or expertise to handle these challenges themselves.
I’m a business operations professional with more than 20 years of experience working with both startup and Fortune 500 companies, including PricewaterhouseCoopers and Deloitte. My first job was at the Pentagon working for the Joint Chiefs of Staff which included a Top Secret clearance. My experience includes project management, contract management, bookkeeping (financial organizing, balancing, reconciling and managing accounts) and office management.
How Can I Help?
Bill Payment & Management
Automate, sort & pay bills; balance accounts & update registers.
Budgeting & Expense Tracking
Create a system that tracks all monthly income & expenses; establish budgets.
Document & Tax Organizing
Set up a filing system to organize the piles of mail & papers.
Who Do I Help?
High Net Worth
individuals & families who value professionalism with a personal touch.
who would rather enjoy retirement than deal with stressful bills and fear of fraud.
that could use a trusted partner to increase transparency and gain peace of mind.
"We have several properties and accounts to follow. It was too much for me to manage and I needed someone to stay on top of all the details of the accounts – pay the bills, taxes, reconcile the accounts, work with our CPA, etc.
Christine came in, set up a flow chart for us and managed everything. I didn’t have to worry about the details or the processes anymore. We knew that she had everything in order and under control. It was the best thing I did hiring her."