As your Daily Money Managers, we are your personal financial assistants. After just one session you’ll feel more in control of your budget, your savings goals and your life.
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Daily Money Management
As daily money managers, we provide comprehensive services that aid our clients with their day-to-day financial affairs. We serve seniors, busy professionals, high net worth individuals and clients that do not have the time to manage their own finances.
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Budget Planning
Budget planning is crucial in mitigating the risk of living “paycheck-to-paycheck”. We will help you construct a budget that is simple and easy to manage. No matter if you’re a young professional just starting out or a senior on a fixed income, a good budget will go a long way in helping you secure financial independence.
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Professional Referrals
Having a solid team of professionals to assist you is important in achieving your goals. Our extensive database of qualified professionals is here to help you. Whether you are in need of a CPA, estate planning/elder care attorney, insurance agent or financial planner, we can refer you to the right professional(s) to assist with your needs.
“Mirlene and Alexandra are trustworthy professionals who treat their clients with respect, care and understanding. The peace of mind provided by their experience and reliability is priceless.”
— Shelley L. Patterson, Owner/Founder, Bikes For Every Body LLC
“Working with Mirlene Dubreuze and her company has been an incredible experience. Mirlene’s efficiency and expertise has elevated my own practice as large components of what I was previously responsible for has been placed in the reliable hands of Mirlene and her company. Her passion and professionalism to help individuals and other businesses is palpable and I look forward to a continued working relationship for years to come.”
— Alexander Gil, Esq.