Helping you Manage the Financial Details of Your Life

Services for You

Money Care streamlines and manages the financial affairs for high net-worth individuals, including busy professionals and retirees. We function as your personal chief financial officer. Our services are individualized and confidential.

Services include:

  • Managing mail and bill payments
  • Monitoring and reconciling financial accounts
  • Overseeing and providing clarity on cash flow
  • Tracking income and expenses
  • Handling questions with vendors
  • Organizing tax documents and financial records
  • Coordinating charitable contributions and gifts
  • Managing the finances for multiple residences
  • Providing reports to clients and their advisors
  • Coordinating the work of attorneys, accountants, investment advisors, and other professionals
  • Assisting with paperwork to update estate, beneficiary, and gifting plans
  • Serving as fiduciary and, in Vermont, as executor for simple estates

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

Services outside Chittenden County, Vermont are provided electronically. Individuals looking for assistance with budgeting and debt reduction are encouraged to seek consultants who specialize in these areas.

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

robyn with her horse
Man Gardening
Robyn handles my mail when I travel. She has faultless good judgment, knowing what is important and what is not. She follows through on the details, and continually demonstrates impeccable integrity and professionalism with my personal business.
E. M.

Shelburne, Vermont

Working with Robyn has been a great experience. I have used her services since 2006, allowing me to focus on my career and business. In addition to computerizing my personal financial records, Robyn pays my bills, keeps track of expenses, and organizes tax documents. She is organized, conscientious, dependable, and attentive to details. She brings any issues to my attention and helps me resolve them. I have great confidence in Robyn and she is a delightful person to work with. I can recommend her without any reservations.
Jim Howe

Shelburne, Vermont