I am a daily money manager who is passionate about assisting clients who are very busy or overwhelmed by managing their financial matters. I have an MBA and 20+ years of experience.

Q: How can C. Dolan & Associates make my life easier?

A: Managing bills, maintaining a budget, tracking insurance claims, organizing tax documents, and overseeing monthly income and expenses can be stressful! We handle your financial paperwork with our personalized, in-home daily money management services, including: 

• Bill payment and management 
• Budgeting and expense tracking
• Document and tax organization
• Estate and insurance management

C. Dolan & Associates will help navigate and organize your financial paperwork to restore your peace of mind.