Business Info
Our business provides personal financial services to seniors, adult children of aging parents, people with disabilities or cognitive impairment, busy professionals, high net worth individuals, small business owners and others. Our services ensure the well-being of our clients’ daily financial lives and eliminate the stress and/or confusion that often come with these tasks, giving our clients and their families increased peace of mind.
As a Daily Money Manager, Lanier combines her accounting skills of analysis, problem-solving, organization, and a sharp eye for details with her passion for developing meaningful relationships with people. Lanier enjoys bringing clarity and order to her clients' financial lives so they may focus on what matters most and have more time to do what they love.
