WHAT IS A DAILY MONEY MANAGER?
Daily Money Managers are trusted, experienced professionals who provide personal financial and administrative services to senior citizens, persons with disabilities, busy professionals and others. Daily Money Managers bring clarity and order to their clients' daily management of bills, budgets and record-keeping and create systems to ensure these tasks are managed effectively. The goal is to keep clients financially organized and independent with the additional goal of consolidating accounts and, when necessary, referring to and working with other professionals such as attorneys, financial planners, accountants and sometimes social workers. Ultimately my job is to provide peace of mind for clients and their families, that personal matters are being taken care of and reacting accordingly when they are not.
SERVICES OFFERED
SERVICES
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Bill paying
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Assisting with budgeting
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Identifying and implementing measures to reduce expenses
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Consolidating accounts
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Creating and utilizing online access to accounts
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Reviewing medical insurance and assisting with claims
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Organizing and maintaining files/records
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Referring to and working with other professionals such as attorneys, accountants and financial planners
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Negotiating with creditors
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Notary Public
ABOUT ME
Compassionate, Caring, Competent
I have lived in New York City my entire adult life and worked in a variety of fields. Apart from my role as a stay-at-home parent, I have enjoyed none more than being a Daily Money Manager. Prior to this I worked in retail management, and as administrative assistant. Additionally, I've volunteered for several organizations, some of which include: President, Board of Directors of my large cooperative apartment building, Adoptions Counselor at the ASPCA, and as a member of the Parent Associations of the schools my children have attended. Being a DMM truly combines my strengths; caregiving and financial and administrative oversight.
As a DMM I am afforded the wonderful experience of meeting new people, learning about their lives and working with them to streamline their administrative tasks. In doing so, clients, as well as their family and friends, experience less stress than they ordinarily would. Working alongside other professionals, such as attorneys, accountants, financial planners and social workers, clients can be assured that their responsibilities are being managed properly.
With compassion, care and competence I work with my clients and, while doing so, develop meaningful relationships with them. It brings me great joy and satisfaction to get to know my clients and to assure them that together we are on top of things so that they can go about the business of enjoying their lives.
Lauren Koffler
TESTIMONIALS
"If you or anyone you know is of need of an extremely competent, trustworthy and caring support person to help with financial organization, look no further than Lauren Koffler. Lauren has helped several clients of mine that were not used to dealing with money due to a life transition, and has done an amazing job with a range of services, including: file organization, account consolidation, actually finding accounts, budgeting, bill paying, coordination with attorneys, CPAs and financial planners, and, basically anything and everything she can. I wish I had known her when my father passed away and my mother was left to manage the finances for the first time in her life. Having Lauren available to help at a stressful time like this is invaluable. If you’re that person that could use some loving support, call Lauren and she will put your mind at ease."
Mark, Certified Financial Planner
At Uptown Money Manager,
services are tailored
to meet clients' specific needs.
CONTACT ME TODAY!
Lauren Koffler
