Serving clients in the DMV Metro Area (DC, MD, and VA)

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?

Download This Free PDF to Find Out!

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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.

Who Do I Help?

High Net Worth
individuals & families who value professionalism with a personal touch.

Seniors 
who would rather enjoy retirement than deal with stressful bills and fear of fraud.

Organizations 
that could use a trusted partner to increase transparency and gain peace of mind.

Testimonials

"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."

Memberships & Affiliations

AADMM American Association of Daily Money Managers
Superior Options for Seniors SOS
Arlington Chamber of Commerce Member
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