BRINGING CLARITY AND ORDER TO YOUR FINANCIAL LIFE

Daily money management services for high net worth individuals and families, avid travelers, busy corporate executives and solopreneurs. We organize and manage your personal financial life, so you can see clearly and live fully. 

ARE YOU OVERWHELMED WITH FINANCIAL DETAILS?

TAKE THE STRESS OUT OF FINANCIAL MANAGEMENT AND FOCUS ON WHAT MATTERS MOST IN YOUR LIFE.

You lead a busy life and don’t have the time or energy to worry about your daily finances. What you need is a trusted expert with broad financial acumen to manage them behind the scenes. That’s us. With customized and confidential services, we give high-net-worth individuals, families, busy executives, globetrotters and solopreneurs the much-needed peace of mind they deserve when it comes to keeping your finances in great shape. We become your trusted financial partner to eliminate the stress and uncertainty that comes with personal financial management. You focus on what matters most; we’ll focus on the financials.

CONTACT US

PERSONAL FINANCIAL SERVICES

MONITOR YOUR BILLS/PAYMENTS

We’ll never lose track of the bills! Instead of worrying about deadlines and autopay, we make sure your bills are paid on time.

DESIGNING/TRACKING YOUR BUDGET

Every person needs a budget. We’ll help you design one around your lifestyle, goals, income, and expenses—then, we help you stick to it.

BALANCING/RECONCILIATION OF ACCOUNTS

Gone are the days of paper and pencil. Today, it’s all digital, with more transactions than ever. We make sure they always add up.

RESOLVING BILLING ISSUES

Fighting an overcharge or double charge? Issues with fees? Need to update your billing info? We resolve any and all billing issues promptly.

ORGANIZING CRUCIAL FINANCIAL DOCUMENTS

Whether you’re applying for a HELOC or opening a new bank account, turn to us for the vital financial documents you need at all times.

PREPARATION OF PERSONAL FINANCE REPORTS

From documents for tax prep to financial breakdowns for your attorney, we compile reporting on your assets, income, and expenses as needed.

PHONE NUMBER

LOCATION

6114 La Salle Avenue, Unit #293

Oakland California 94611

ABOUT PATRICIA GREEN

Helping clients simplify their finances


Patricia Green’s passion for financial management goes back decades and has roots in her personal life. She learned the importance of well-managed household finances from her parents and was encouraged to embrace personal financial responsibility. Patricia channeled this passion into a career. Today, she’s a Daily Money Manager(DMM) and Intuit Certified Pro Advisor with years of experience helping individuals of all backgrounds and financial means. Patricia believes in the power of listening to clients and getting to know not only their finances but their passions, dreams, and struggles. Demonstrating calm professionalism and a diplomatic manner, she helps clients embrace better fiscal habits while keeping their personal finances healthy and well-managed behind the scenes. She’s ready to help everyone find what they’re looking for through practical financial organization. If you’re having trouble keeping track of the bills, need a budget to rein in spending, or want to put your finances on autopilot, Patricia’s expertise and broad personal finance acumen is exactly what you need. Schedule a consultation today to begin the process of delegating your daily money management duties to someone who will ensure they're handled correctly.

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READY TO SIMPLIFY YOUR FINANCIAL LIFE?

Call us at 888-679-2228

TESTIMONIALS

  • Kathleen Segal

    Montclair Fiduciary and Planning Advisors, LLC (Oakland)


    Patricia Green is an outstanding Daily Money Manager. In addition to her extensive knowledge and experience, she utilizes technological, financial and interpersonal skills to provide exceptional service to her clients. Patricia has been a valuable resource to my professional fiduciary practice by serving as an independent outside money manager for trust beneficiaries struggling with personal budgets, medical bills and other financial challenges. With her help, the beneficiaries receive professional financial organization services, allowing my energies to stay focused on the fiduciary matters. I am fortunate to have Patricia in my network of professional consultants!

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  • Kimberly Cross and David Zapata

    Cakewalk Creative (San Francisco)


    Patricia has made staying on top of our company finances easy. She's wonderfully organized and methodical, works with our tax accountant to give him the information he needs, and keeps us up-to-date and on-track with a minimum of effort on our part! What’s more, she’s responsive and flexible, and has turned bookkeeping questions around on a dime when timing mattered most. We highly recommend her.

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  • Donna Hartman

    Donna Hartman, DC (Fair Oaks, CA)


    Patricia Green has been working with me in my small business for over 12 years. Her attention to detail and problem solving are exemplary. In addition, Patricia's knowledge base of the most updated software in accounting makes her an asset to any business.

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  • The Dickstein’s

    We connected with Patricia Green when we had a financial record crisis caused by fraud in our checking account. Patricia helped us restructure all of our banking and bill paying procedures with Quicken software. Now, we are simplifying our data entry utilizing Quickbooks Online. Patricia’s communication skills, bookkeeping knowledge, and calming demeanor is wonderful.

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INVEST IN YOUR FUTURE

Call us at 888-679-2228

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