Let us help you achieve financial peace of mind
Personalized support and trusted expertise
Mint Daily Money Management is dedicated to providing compassionate, comprehensive money management services tailored to meet the unique needs of aging adults and their families. Mint is uniquely positioned to support with day to day personal financial management as well as more tedious tasks such as navigating insurance claims and financial record organization.
Thanks to extensive experience working in the senior care and health care industries, owner and daily money manager, Teri Humphrey, has a deep understanding of the scenarios that many aging adults and their families face. Mint’s goal is to act as a trusted partner, prioritizing clients needs’ with fully customizable services, in order to provide peace of mind.
Our Approach
Managing day-to-day finances, staying organized, and preparing for life’s transitions can be overwhelming, and that’s where we step in—to bring clarity, peace of mind, and personalized attention.
What to expect when getting started with us:
1) Free consultation - Begin by having an initial conversation to understand goals and get to know each other.
2) Review finances, documentation and identify priorities and key goals.
3) Create customized plan, formalize recommendations and improve systems.
4) Regular meetings, ongoing support and monitoring for security and accuracy.
We are deeply passionate about building trust and creating lasting relationships and look forward to the opportunity to work with you.
Our Services
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Support with day to day financial needs including: Budgeting, bill payment and expense tracking.
Expense Tracking: Monitoring your income and expenses each month to keep your finances organized.
Monthly Financial Reports: Receive clear, accurate, and transparent reports showing how and where your money is spent.
Budgeting Support: Get personalized budgets to help you manage spending and achieve your financial goals.
Financial Clarity: Understand your daily finances with ease and confidence.
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Bill Management: We monitor and pay your bills on time to avoid fees and stress.
Fraud Protection: We review your statements to detect and address any unusual account activity.
Mail Sorting: We organize your daily mail to ensure nothing important is missed.
Secure Shredding: Sensitive documents are shredded for your protection.
Clutter Reduction: Junk mail is discarded to keep things simple and organized.
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Tax Preparation: We organize tax documents to ensure a simplified hand off to your accountant.
Paper File Cleanup: Clear out old files and shred or discard unnecessary items.
Document Filing: Set up and maintain a customized filing system in paper or digital format to keep you organized.
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Benefit Reviews: Check explanations of benefits for accuracy.
Medicare & Insurance Assistance: Ensure claims are processed and paid correctly.