Three generation family in the countryWhat is a Daily Money Manager?

A Daily Money Manager (DMM) provides personal business assistance to clients who have difficulty in managing their personal fiscal and financial responsibilities. Some of the services that DMMs provide include bill payments, check writing, bank account reconciliation, preparing budgets, organizing and keeping track of medical insurance papers, and so much more.

Will I lose my independence if I hire Lifestyle Trust?

Absolutely not. Quite the contrary. Our services help our clients remove the overwhelming nature and frustration of handling their fiscal and financial responsibilities. By removing the stress, you are much better able to focus on the more important aspects of your lives.

By working with Lifestyle Trust, do I have to give up control over my accounts?

No! Clients retain complete control (including signature authority) over their bank accounts.

What if I want to take care of some of my financial activities but have help me with others?

Lifestyle Trust will do as little or as much as you would like us to do. You tell us how we can be most helpful. We can help set you up or we can take care of everything for you. It’s your decision.

Family Visiting Sick Grandmother in Nursing HomeIf I hire Lifestyle Trust, do I still need other legal, investment, or financial professionals?

Yes, you do. Lifestyle Trust does not provide tax, investment or financial advice. We work together with and not in place of these other professionals. Our work complements the work of other professionals by facilitating the completion of these tasks.

Are you insured?

Yes. Licensed, insured & bonded.

What is your privacy policy?

At Lifestyle Trust we hold to a high standard of ethics, integrity & confidentiality. We take your trust in us very, very seriously. All client relationships are, and remain at all times, strictly confidential. We do not exchange, distribute, or share any information we receive from our clients with any third party, unless our client authorizes us to do so.

How do you charge for your services?

After an initial consultation, fees are charged on an hourly basis. Depending on the scope of the work, we can work out a flat monthly retainer for an agreed-upon list of regular services. For additional services not included in our monthly agreement, we revert to charging hourly.  As each clients’ case is unique, the overall costs vary depending on the complexity of your situation and your needs. In the end, Lifestyle Trust will save you time, money and aggravation.

How do I get started with Lifestyle Trust?

Call us at 239-287-9064 or email us to set up an initial consultation during which we will learn about you and your needs, and explore which of our services can be helpful to you. It’s Your Life. Let us help you to focus on the more important things in life, the things that matter to you and Your Legacy.