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' daily financial details. Money Care works directly with either the client or the client’s advisor to provide oversight and administer the individual's day-to-day affairs.

Services include:

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

PhoneContact Money Care: 802-343-0389, Email info@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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