Busy Professionals & Single Parents
You’re juggling meetings, deadlines, and family responsibilities. It’s a lot, and the last thing you need is to spend your precious free time sorting through bills and managing your cash flow. That’s where Fran’s Daughter comes in. We’re your partners in creating financial order, giving you back the time to focus on what truly matters.
Personal Money Management
A Trusted Partner
We're not just number-crunchers. We're your partners in ensuring your financial well-being. We adapt to your existing systems and preferences, ensuring a smooth, comfortable transition that works with your busy lifestyle, not against it.
What We Offer
Bill payments that are always on time (no more late fees!)
Budgeting and expense tracking that's clear, simple, and time-efficient
Reconciling bank, credit card, and investment accounts
Cash flow management to align with your income schedule
Gathering and organizing documents for your tax returns
Handling billing disputes and canceling duplicate/unnecessary charges
Regular check-ins to keep you in the loop without overwhelming your schedule
Why It Matters
How much is your time worth? There are so many things demanding our time, energy, and bandwidth. We're here to take a big portion off your plate, ensuring your financial life is in order, giving you peace of mind and the freedom to focus on your career and family.
Remember the last time you needed an important document and couldn't find it? Now imagine your loved ones trying to find critical documents and information in an emergency. We’re here to make sure that doesn’t happen to you.
Essential Document Organization
A Future-Focused Plan
You are critical to your family. If something should happen to you, do the people who count on you know how to step in and handle the details of your life? Will they know how to access your accounts, where your estate documents are, and how to submit an insurance claim? We guide you through gathering and organizing essential documents with the same care and attention we'd give our own family's papers, all while considering the unique needs of busy professionals and single parents.
What We Offer
A friendly guide through the maze of important paperwork–legal documents, insurance policies, financial records, account information, and more
Efficient organizational systems that make sense for your busy life
Secure storage solutions: a digital Fort Knox for your documents
Strategies for maintaining organization long-term, even with a packed schedule
Peace of mind knowing everything is in order when it's needed, whether for work or family
Why It Matters
Life as a busy professional or single parent can be unpredictable, but your ability to access critical information shouldn't be. We're here to ensure that in any situation, you and your loved ones have what you need at your fingertips, reducing stress and increasing your confidence in managing your affairs, both professional and personal.
Let's Get Started!
Ready to turn that mountain of paperwork into a molehill? Let's chat about how we can bring order to the chaos and peace of mind to your family.