Helping You Stay Organized, Confident, & Financially At Ease
Professional daily money management support designed to help seniors, disabled individuals, busy professionals, veterans, and families feel more organized, confident, and financially at ease.
Personal Support. Personal Attention.
At Silver Byrds Money Management LLC, we believe financial organization should feel manageable, supportive, and stress-reducing — not overwhelming.
Our personalized money management services are designed to help clients maintain structure, consistency, and confidence in their everyday financial responsibilities through dependable and compassionate support.
From organizing financial records and monitoring bills to assisting with budgeting and routine financial tasks, Silver Byrds provides thoughtful support tailored to each client’s individual needs.
Our Services
Review service option, billing schedule, and monthly due dates
Complete and sign all client agreements and authorization forms
Asses and organize all financial documents, bills, subscriptions, utilities, etc.
Create secure client folders and client profile set-up
Develop a personalized monthly budget with flexible spending guidance
Establish monthly autopay and secure retainer payment
Schedule & pay all monthly bills timely
Credit Card payment scheduling & statement review (up to 5 credit cards)
Monthly bank reconciliation (up to 2 bank accounts)
Flexible spending budget support
Fraud monitoring & billing discrepancy review
Client check-in and a monthly summary expense report
(Choose Only the Services You Need)
Financial Admin & Protection
Bill Monitoring
Bill Payment Assistance
Bank Reconciliation
Identity Monitoring Support (bi-weekly review)
Billing Dispute Support
Medical Bill Review
Identity Theft Support
Creditor Communication Support
Documents & Records
Tax Document Organization for CPA Preparation
Monthly Expense Summary
Quarterly Expense Summary
Document scanning/storage
Mail Management (Receive mail, sort, & scan)
Notary Services
Professional notarization of personal, financial, legal, and business documents.Professional notarization of personal, financial, legal, and business documents.
Premium Scheduling & Urgency
Expedited Payment Scheduling
Priority Fraud Review Support (authorization form required)
Client Communication
Client check-in (1x month – 20 mins.)
Client check-in (bi-weekly – 20 mins)
Power of Attorney/Guardian meeting (20 mins per meeting)
Includes all Comfort Money Care Services
Credit Card payment scheduling (up to 8 credit cards)
Mail Management - sort, review, scan, and securely store client’s mail
Dispute billing inaccuracies (client approval authorization required)
Bank reconciliations (up to 3 bank accounts)
Notary services available
Bi-weekly client check-ins
About Silver Byrds Money Management LLC
Silver Byrds Money Management LLC provides personalized support with bill management, financial organization, and day-to-day money tasks.
We help clients stay organized, avoid miss payments, and maintain clear financial records. Our services are designed for seniors, busy professionals, families, veterans, individuals with disabilities, and widows/widowers throughout Westchester County and the surrounding areas.
Silver Byrds was created from a passion for helping people feel more organized, supported, and at peace with their everyday finances.
Founded by LaToya Davis, Silver Byrds is built on precision, consistency, and trust. With a strong background in reconciling numbers and organizing financial information, LaToya provides dependable systems that help clients stay organized, informed, and in control of their day-to-day finances.
Insured • Notary Public • Background Checked
**Silver Byrds Money Management LLC does not act as a fiduciary or financial advisor, nor does it provide investment advice, tax preparation/advice, legal services/advice, or financial planning services. The company acts solely as a financial organizer and administrative bookkeeping support.
Schedule a Consultation
Schedule a free 20 minute consultation to discuss your financial organization needs and discover how Silver Byrds Money Management LLC can provide reliable day-to-day support with bills, budgeting, document organization, and greater peace of mind.
