C. Dolan & Associates
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.