#Money manager ex vs quicken code#

#Money manager ex vs quicken code#

Committed to the Code of Ethics established by the Association, she provides peace of mind to her clients. She was recently quoted by AARP in an article about Managing Daily Finances on a Budget. Alison has been an active board member of the American Association of Daily Money Managers (AADMM) since 2014 and currently serves as Vice President. Steadfast in her belief that when your financial affairs are organized and under control, stress is released from all other areas of your life. American Association of Daily Money Managers Whatever your preferred system and comfort level, she provides personalized attention. With over twenty years of experience in administrative and financial operations, Alison has managed staff, coordinated special events and conferences, and created publications and reports for a variety of organizations.Īdept in Quicken, QuickBooks, online banking systems, as well as good old pen and paper, Alison uses the tools that fit each client’s individual needs. With first-hand experience, she has a wealth of knowledge and resources she routinely uses with her clients. She is empathetic to the special needs of busy professionals and seniors. Since 2008 Alison has helped her clients in the San Francisco Bay Area with daily money management. She specializes in family finances and administration, household payroll, organizing tax paperwork, as well as setting up accounts and filing systems.

Alison provides Daily Money Management services for seniors, busy individuals and families.