1
Bills & accounts
I organize your bills, track due dates, review statements, and make sure recurring payments stay current.
A calm, trusted partner for the financial details of everyday life.
I’m Kelly. I help older adults, people going through a big life change, and the families who support them get bills paid, paperwork organized, and records in order, with steady follow-through.
“The relationship is why I do this work.”
You’ll work directly with me, every time. Daily money management is practical work built on trust.
Support that fits your situation
Some clients have family nearby. Others have children out of state, relatives who aren’t involved, or no family at all. Many adult children just want to stay a son or daughter, not become a full-time caregiver.
Some clients need help for a season, like recovering from an illness or surgery. Others want ongoing support. Either way, we decide together how involved you want to be, and your wishes, dignity, and privacy always come first.
Help with the details that pile up
We start with what’s most pressing and build a system that’s easy to keep up.
2
Paperwork & records
I sort financial mail, organize documents, and prepare clear summaries for your CPA, attorney, or other professionals.
3
Medical bills
I sort through statements and insurance paperwork, flag questions, and keep track of what still needs attention.
4
Financial organization
I set up routines, account lists, and a filing system that work for you, along with a clear picture of your everyday cash flow.
5
Coordination
With your permission, I keep family members and professionals informed, as much or as little as you want, so everyone knows the next step.
6
Life transitions
Help with the paperwork during illness, loss, caregiving, divorce, or a move, whether you need it for a season or for the long term.
Not sure where to begin?
We can spend 15 minutes talking through your situation and what kind of support might make things easier.
When keeping up has become too much
You may be perfectly capable of managing it all but no longer want to. Or you may be helping someone you love from across town, or across the country.
Older adults who want to stay independent, with or without family nearby
Adult children helping parents, near or far
Anyone overwhelmed by bills and paperwork
People dealing with illness, loss, or a big transition who need help for a while
How I got here
I came to this work through my own experience. When someone close to me was suddenly hospitalized, his brother and I stepped in to manage his care and his finances together. I saw how fast the bills, insurance, and paperwork pile up when life changes, and how much it helps to have someone calm and organized in your corner. I’ve been doing this for other families ever since.
I work with clients and their families to keep bills paid, paperwork in order, and everyone informed. I explain things plainly, protect your privacy, and never judge where things stand. Before this, I spent years teaching, training teams, and working in purchasing, so I’m comfortable with details and deadlines. But what I bring most is that I’ve been on the other side of the kitchen table.
Kelly Garvey
Client Experiences
Kelly is a big part of our dad’s support team. She has worked with him for more than a year, and we want that trusted relationship and continuity to continue as his needs change.
Daughter of a DMM client
With Kelly’s help, along with support from my daughter, I’m able to be more present for my husband and his physical health needs.
Current DMM client
Common Questions
What is a daily money manager?
A daily money manager helps with the everyday side of finances: paying bills, sorting mail and statements, and keeping records organized. How involved you are is up to you. I handle the details.
How much do services cost?
Ongoing services are $150 per hour. Every client’s needs are different, so we’ll start with a free 15-minute conversation to talk through your priorities and what the work is likely to involve.
Can you work with family members and other professionals?
Yes, with your permission. I work with adult children, CPAs, enrolled agents, attorneys, and financial advisors, and we agree up front on who gets what information. If you’d rather keep family out of it, that’s fine too.
Do you provide tax, legal, investment, or fiduciary services?
No. Daily money management is administrative support. I don’t give tax, legal, accounting, or investment advice, and I don’t serve as a trustee, guardian, conservator, personal representative, or agent under a power of attorney. When you need that expertise, I’ll work alongside the qualified professionals you trust.
Where do you work?
I’m based in Tempe and work with clients throughout the East Valley. I can also help remotely, depending on what you need.
Start the way that’s easiest.
Call for a free 15-minute conversation, or send a few details and I’ll follow up. You don’t need to have it all figured out first.