Christina Hutchison, daily money manager serving Dana Point and South Orange County

Our Services

Managing your day-to-day financial tasks or those of your loved ones can feel daunting, stress-inducing and onerous. We will help you get organized, implement a system that is easy for you to maintain, or simply take the workload off your hands. Our service is built around your needs and priorities with the sole goal of making your life easier.

    • Paying bills and/or setting up automated bill pay with monitoring

    • Preparing a budget, tracking expenses, and monitoring progress

    • Tracking and evaluating subscriptions and memberships

    • Managing charitable giving

    • Monitoring credit and bank accounts for fraud

    • Organizing tax documents and coordinating with CPAs

    • Organizing and filing paperwork physically and/or digitally

    • Sorting mail and converting to electronic correspondence

    • Organizing and securing online logins/passwords

    • Implementing tools to give you clear visibility into your finances

    • Developing strategies for reducing credit card debt

    • Coordinating administrative tasks with trusted advisors
      (CPAs, Financial Advisors, Investment Managers, Estate & Trust Attorneys)

    • Resolving medical bill issues

    • Selecting the most cost-effective health insurance plan

    • Guiding families through the continuum of care for older adults

    • Filing insurance claims

    • Bookkeeping for small businesses (international and U.S.)

    • Profit & Loss management of real estate holdings

    • Inventorying valuable assets (e.g., cataloging personal art collections)

How We Work

  • A daily money manager reviewing financial information with an older couple in their home.

    Getting to Know You

    Introductory phone call where a high-level discussion of needs and our ability to support them is established (free of charge).

    In-person (preferred) or virtual meeting where you detail specific needs, goals and priorities. We will begin to map out an action plan based on that feedback. Following this meeting, you should be able to determine whether or not to pursue our services (free of charge).

  • A daily money manager reviewing financial paperwork with a young professional woman

    Starting Together

    If we decide to move forward, you will receive our Engagement Agreement, Privacy Notice, and Authorization and Consent Agreement. Upon signature, we will reach out to schedule our first working session.

    Our first working session often consists of finalizing the action plan based on your priorities and information gathering to begin support.

  • Financial documents and calculator representing personal bookkeeping and account management

    Ongoing Support

    Ongoing work consists of working on-site in your home or office as needed and working remotely. We are here to support you as little or as much as you need.

Man logging into phone and computer using password encryption for personal financial administrative support

How We Protect You

In today’s digital age, data security and privacy is a major concern and a priority for businesses and individuals alike. Due to the nature of the work we do, this is a discipline we take very seriously. We utilize the most cutting-edge technology in the security space to ensure your data is handled with the utmost care and sensitivity to potential risks:

  • Devices secured using biometric screening technology

  • Electronic files stored and shared using best-in-class data encryption technology

  • Online logins secured using professional password management software

  • Physical documents with sensitive data kept in a locked, fireproof box in our office

  • Sensitive documents disposed of securely

  • Work insured through a robust Professional Liability and Cyber Insurance policy

In our work as Daily Money Managers, we can also serve to protect you against common fraud abuses and scams such as medical scams, credit card fraud, and phishing emails and texts. This is done through a process of monitoring and intervention of accounts and mail.