Do you need a money manager?
Let us help you!

Serving South Charlotte, Matthews, Weddington, Marvin, and Waxhaw

Do you or a family member find that your financial affairs are not as organized as you would like, or are taking up too much of your time?

As a daily money manager, I can take care of the financial paperwork and day-to-day bill payments for clients who are either unable to do it themselves, or who simply wish to spend their time focusing on their family or career. I can also offer clients help creating a budget, so they are able to take control of their finances. My career in business was as a financial controller, where I was responsible for ensuring that all business financial transactions were correctly made and documented. This, along with being a long-time small business owner, provides the expertise needed to act as a personal bookkeeper and assistant in managing your financial needs. In addition to providing help for those that need assistance to manage their daily financial affairs, Brown Personal Money Management Services is also able to provide help for small business owners with setting up and maintaining their bookkeeping needs.

As a member of the American Association of Daily Money Managers, I adhere to their code of ethics and am fully insured.

What types of clients do we cater to?

  • Seniors
  • Mentally or physically handicapped individuals, or those with a chronic illness
  • Busy professionals
  • Young adults new to the workforce
  • People in a life transition, such as divorce, loss of spouse, or newly engaged or married
  • Frequent travelers
  • Small business owners
  • Individuals needing help creating and managing a budget