Welcome to C. Dolan & Associates Financial Organizing!
Updated: Feb 17
Welcome to C. Dolan & Associates! I'm Christine Dolan, a professional Daily Money Manager with a passion for helping clients who feel stressed and overwhelmed navigate their financial organizing challenges, or who are simply too busy to handle it all.
Who are our clients? Seniors struggling to keep up with bills, mail, claims and files; the adult children of those seniors trying to help their parents cope while remaining independent; high net worth individuals; busy professionals juggling careers and families; and organizations without the time, staff and expertise to manage these monthly challenges themselves.
About Me 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 (balancing, reconciling and managing accounts) and office management. I’m a graduate of Flagler College where I majored in Business and Communications, and have an M.B.A. from Marymount University. I live in my home town of Arlington, VA with my husband, my two children, and our dog Lucky. I grew up in a close-knit family where I was fortunate to have my grandparents as part of my daily life. I experienced first-hand what it takes to help people maintain their financial independence and way of life as they grow older, and how to provide them with the help and support they need. I am a proud third generation Arlingtonian. In my community, I believe strongly in giving back and have served (and continue to serve) as a volunteer on several committees and a board of directors.
My passion is building solid client relationships where my strong financial and organizational skills, combined with patience and a calm nature, put clients, their families and their professionals at ease. My other credentials include:
20+ Years Experience
Masters of Business Administration (MBA)
Background Check Cleared
Member, American Association of Daily Money Managers (AADMM)
Member, Arlington Chamber of Commerce
C. Dolan & Associates' all-inclusive financial organizing and money management services will give you back your time and relieve your stress of worrying about all of your bills, pile of mail and paperwork, insurance claims, tax preparation, etc.
Personalized Money Management Services include:
Bill Payment & Management Automate, sort & pay bills, balance bank accounts and update registers; monitor for fraudulent charges; coordinate with wealth managers, financial planners, and estate planning attorneys.
Budget & Expense Tracking Create a system that tracks all monthly income and expenses, including monthly and yearly reports; establish and maintain budgets.
Document & Tax Organization Set up filing system to organize the piles of mail and papers; organize tax papers for the CPA/Accountant; ensure estimated taxes are paid each quarter.
Estate & Insurance Management Organize Estate assets and documents; medical expense tracking; arrange, file and track claims.
Custom Services Buying a second home, moving to a new community, losing a spouse and other major life changes.
Notary Services Christine is a Notary Public
Gain peace-of-mind about your fiscal well-being with our in-home financial organizing services. Schedule your free no-obligation consultation to learn how we can help - I look forward to hearing from you!