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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.

Are All Your Financial Organizing Bases Covered?

Download This Free PDF to Find Out!

 

About Me

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. 

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 Services

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.