Proud Member of AADMM Serving the Baton Rouge, Louisiana Area

daily money manager

Insight with Local Resources

Business Consulting ​​ ​​
Budgeting & Debt Planning
​Daily Money Management
Organization & Staffing

Who Do We Help
  1. Individuals & Families
    * Those finding difficulty paying bills, reconciling balances, or maintaining accounts * Those unclear on how to manage their affairs efficiently or timely * Those needing assistance organizing important documentation * Those wanting a strong household budget and plan * Those looking for various debt payment solutions * Those wanting strategies and measurable ways to determine their progress of attaining financial goals * Those looking at faster or more effective ways of reducing debt or eliminating financial waste * Those whose careers make it difficult to find time for routine paperwork * People who travel often for work or vacation * Individuals who seek more organizational tactics to gain time in their busy schedules
  2. Businesses
    * Organizations in need of additional resources to meet current demand * Companies in need of quality staffing resources * Companies in need of maintaining compliance standards * Businesses looking to expand their product or service offerings * Organizations looking to streamline expenses and develop financial business strategies * Companies looking for various methods to increase profit through an analysis of return on investment * Businesses looking for organizational strategies * Firms wanting increased efficiency of available resources

Don't forget to check out our downloadable budget plan spreadsheet for budgeting yourself!!
Baton Rouge area daily money manager


  • Ascension
  • East Baton Rouge
  • East Feliciana
  • Iberville
  • Livingston
  • Pointe Coupee
  • ​St. Helena
  • West Baton Rouge
  • West Feliciana
daily money manager
Currently, we serve as the Greater Baton Rouge area's daily money management program. We are an associate with the AADMM and are fully licensed and insured in Louisiana.