What is the difference between a bookkeeper and a daily money manager?

What is the difference between a bookkeeper and a daily money manager?

It’s not unusual to have prospects and clients alike assume that I am a bookkeeper. It’s easy for other professionals to put me in the bookkeeper “box” too. People have a place in their mental mind map for a bookkeeper, but they may never have heard of a daily money...
Why and How to Build a Financial Dream Team

Why and How to Build a Financial Dream Team

A Dream Team assembled In 1992, Olympic Team USA assembled a men’s basketball team that dominated the Olympics in their sport. Part of the reason was that each player brought a unique expertise and skill to the team. Michael Jordon played the guard position and was an...