top of page

Daily Money Management

At Vested, our Daily Money Management division operates by referral only — and that’s by design. This exclusive model ensures we serve clients whose needs align with our expertise, values, and service approach. By working solely with individuals referred through trusted partners and existing relationships, we preserve the integrity of our high-touch experience and maintain the discretion our clients expect. This intentional structure allows us to offer deeply personalized support, seamless collaboration with your advisory team, and proactive oversight of your financial life — all delivered with the attention and confidentiality that defines Vested.

Signature Services

Think of us as the safety net to your tightrope, the Alfred to your Batman or simply stated… we fill the gaps. We keep your day-to-day personal finances in check so that you don’t have to worry, you know we’ve got you covered.

Advocate

Bill Payment Gurus

Budget Accountability

Document Management

Our loyalty remains with you & your goals. Therefore, we will speak up if something doesn’t seem to be in your best interest. Asking the hard questions to ensure your goals remain the focus.

We don’t just make sure your bills are paid on time, but that they are accurate, checking for overcharges, signs of fraud, or errors. 

More important than creating a budget, is maintaining it. We function as your accountability partner. While you always retain the right to make any financial decision you wish, it is our job, along with your financial advisor to remind you of your goals and the long-term

effect those decisions may have.

We can store copies of your financial statements as well as any other critical documentation for secure and easy access. This is especially helpful when it comes to tax preparation.

Tier 1 | Financial Reporting

Financial reporting provides an overview of your financial status through verifying income

sources, categorizing expenses, financial account reconciliations & compiled spending

reports. account balances and spending performance. Additionally, it prepares your records

for your CPA for tax preparation.

​

  • Balance Sheet Preparation 

  • Bank & Credit Card Reconciliation

  • Expense & Income Tracking

  • Profit & Loss Statement Preparation

  • Collection & Supply of Tax Documents to CPA

Tier 2 | Expense Management

Expense Management provides expense payments and tracking, optimized tax

benefits, improved or protected credit, optimization in your resource allocation

& protection of long-term financial goals.

​

  • Budget Tracking

  • Cash Flow Analysis & Projections

  • Expenses Monitored

  • Paid & Categorized Invoices

  • Receipt Management & Storage

  • Vendor Communication to ensure good standing & no billing anomalies

Tier 3 | The Vested DMM Elite

This package includes the previously mentioned financial reporting and expense management but goes the extra step to ensure that all your services and products work seamlessly together. By becoming the ultimate team player, we will work in direct relationship with your financial advisors, accountants, lawyers, insurance brokers, and bankers or introduce you to our own professional partnerships. This offering allows us to truly keep you connected and your team in sync and allows us

to further assist with tasks like those below.

  • Accountant:

    • Ensure books are set up for optimal tax benefit

    • Communicate all changes that may affect taxes

    • Tax document collection & submission

 

  • Attorney:

    • Document compilation & submission.​

 

  • Financial Advisor:

    • Direct delivery of financial reports

    • Providing cash flow & investment transfer support.​​

​

  • ​​​Insurance Broker:

    • Claim support.​

    • Policy renewals

    • Application assistance

​​

  • Banker:

    • Bank deposits

    • Execution of bank transfers & wires

    • Initiating loan & credit card applications

    • Assistance in opening & closing accounts

    • Monitoring for banking & transaction errors

At Vested, we do more than just make life easier.

We make it better.

bottom of page