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 selected service plan, billing schedule, & monthly payment due dates
Review & complete all client agreements, disclosures, & authorization forms
Assess & organize all financial documents, bills, subscriptions, & utility accounts
Create a personalized client profile & secure digital filing system
Identify immediate priorities, upcoming due dates, & potential financial concerns
Develop a personalized monthly budget with practical spending guidance
Set up automatic bill payments (when authorized) & establish monthly retainer billing
Schedule & pay monthly bills on time
Credit card payment scheduling & statement review (up to 5 credit cards)
Monthly bank reconciliation (up to 2 bank accounts)
Monthly budget tracking & spending guidance
Review monthly bank & credit card statements for unusual activity, & billing discrepancies (client provides monthly statements)
Receive a monthly expense summary report
Monthly client check-in (20 minutes)
(Customize Your Services to Fit Your Needs)
Financial Admin & Protection
Bill Review & Due Date Monitoring
Bill Payment Management
Bank Reconciliation
Review Monthly Bank & Credit Card Statements for Unusual Activity & Billing Discrepancies
Billing & Creditor Dispute Support
Medical Bill Review
Documents & Records
Tax Document Organization for CPA Preparation
Monthly Expense Summary
Quarterly Expense Summary
Document Scanning & Secure Digital Storage
Mail Management (Receive, Sort, Scan, & Organize)
Notary Services
Professional Notary Services for Personal, Financial, Legal & Business Documents
Premium Scheduling & Urgency
Expedited Payment Scheduling
Client Communication
Monthly Client check-in ( 20 mins.)
Bi-weekly Client Check-in ( 20 mins)
Power of Attorney/Guardian meeting (20 mins)
Includes all Tier 1 - Comfort services, plus:
Credit card payment scheduling & statement review (up to 8 credit cards)
Mail Management - receive, sort, review, scan, & securely store documents in client’s digital folder
Billing & creditor dispute communication support (client approval & authorization required)
Monthly bank reconciliations (up to 4 bank accounts)
Access to professional Notary services
Bi-weekly client check-ins (20 minutes each)
Frequently Asked Questions
Have questions about our Daily Money Management services? Browse our FAQs, then schedule your complemetary consultation.
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Daily Money Management (DMM) is a professional service that helps individuals stay organized with their daily finances. Silver Byrds assists clients with bill payment support, budgeting, financial organization, monthly statement reviews, due-date monitoring and document management.
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Our Daily Money Management services are designed for seniors, busy professionals, veterans, individuals with disabilities, family caregivers, and anyone who wants help organizing there finances, staying on top of bill payments, and ultimately reducing financial stress. Silver Byrds provides compassionate, confidential support tailored to each client’s unique needs.
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Silver Byrds Money Management LLC provides professional Daily Money Management services including:
Bill payment support
Due-date monitoring
Monthly statement reviews
Budget assistance
Financial document organization
Medical bill review
Fraud monitoring through statement reviews
Communication with clients or authorized caregiver
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Getting started is easy. Schedule a complimentary consultation to discuss your financial organization needs. We’ll learn about your situation, answer your questions, and recommend the Daily Money Management services that best fit your needs. If you decide to move forward, we’ll guide you through a simple onboarding process and begin providing personalized support. We strive to respond to all inquiries within one business day.
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Every client has unique financial organization needs, so we don’t believe in one-size-fits-all pricing. We offer both monthly service plans and a la cart services to provide the level of support that is right for you. During your complementary consultation, we’ll discuss your goals, answer questions, and recommend the Daily Money Management services that best fit your situation. You’ll then receive a personalized quote with no obligation to move foward.
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 learn how Silver Byrds Money Management LLC can help you stay organized, manage monthly bills, reduce financial stress, and gain peace of mind.
