Services for Professionals

Money Care assists professionals, including attorneys, accountants, investment advisors, geriatric care managers, professional guardians, and agents by power of attorney, with managing their clients’ bill paying, cash flow and other daily money management tasks. Money Care is a financial assistant, working directly with either the client or the client’s advisor to get the personal bookkeeping done.

Services include:

Money Care’s daily money management services are individualized and confidential, and complement the work of legal, tax and investment professionals to support clients' long-term financial goals.

Services outside Chittenden County, Vermont are provided electronically.

Money Care follows the Code of Ethics of the American Association of Daily Money Managers

PhoneContact Money Care: 802-343-0389, Email robyn@moneycarevt.com.

Professional Services

Testimonials

“Some of my clients have been very fortunate to have the assistance of Robyn for their bookkeeping needs. Robyn’s blend of empathy, kindness, organization and attention to detail is essential for transitioning wary clients who are reluctant to accept help to those who not only accept and trust Robyn but who also come to rely on her. In addition, Robyn trouble-shoots very effectively, keeping the financial process for clients running as smoothly as possible, and her professional judgment is excellent.”

– Nancy K. de Tarnowsky, Attorney, Dinse Knapp & McAndrew, P.C.

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