Your Personal Money Manager

Cathy has a BA from Hunter College, cum laude, and worked in Project Management at Johnson & Johnson for 23 years. While serving as health care proxy and Power of Attorney to her aging parents, she utilized her business skills to develop a streamlined system for managing their bills, banking, and insurance needs. She heard from friends and Geriatric Professionals at her parents’ retirement community that there is a great need for someone like her who can offer these services to seniors.

Today, as Your Personal Money Manager, Cathy enjoys working directly with each client to create personalized plans that provide them with peace of mind that their day-to-day household matters are in good hands. As a member of The American Association of Daily Money Managers (AADMM) Cathy subscribes to their Standards of Practice and Code of Ethics.

Learn More about the services Cathy can provide. click here

Contact Cathy for a free consultation to see how she can help you. click here