We are Personal Assistants for Great Living
As Daily Money Managers, we provide personal business assistance to clients who are too busy, or have difficulty managing their personal monetary affairs, including:
- Bill pay, mail sorting, and account reconciliation
- Tax organization and financial documentation
- Scam and fraud avoidance
- Home maintenance and service scheduling
- Medical insurance and claims support
- Quicken setup, management, and reporting
- Agent, executor, and probate support
We assist clients who are too busy or have difficulty managing their day-to-day finances. As members of the American Association of Daily Money Managers (AADMM), we provide the support and services to meet individual client needs and are bound by ethical standards to represent our client’s best interests. From project-based organization and weekly visits, to support over extended vacations and emergency support services, we’ve got your back.
MemoryBanc and our employees are insured, bonded, and clear a rigorous background check. Our clients have complete control over who sees their information and how it is collected, organized, and protected.
Our services complement the work of legal, tax, and financial professionals. We offer in-home support on a weekly, monthly, or as-needed basis to meet individual and household needs.
ABOUT OUR FOUNDER
Kay H. Bransford is the best-selling author of MemoryBanc: Your Workbook for Organizing Life. She has appeared on The Dr. Oz Show, The Huffington Post, and BBC, in addition to many television and radio programs, to educate families, caregivers, and retirees on why getting organized is important to the well-being of every adult. The company Kay founded, MemoryBanc, received an “Older-Adult Focused Innovation” award from AARP Foundation, her Dealing with Dementia blog was recognized “Top Alzheimer’s Blog” by Healthline for both 2016 and 2017, and her workbook was named a “Book of the Year” by Today’s Caregiver.
After caring for her parents for five years, Kay transitioned from a business development career to serve as a Daily Money Manager. She has taught over 100 classes and workshops on life preparedness to help other families get organized and live well.
Kay H. Bransford
What families say about the award-winning MemoryBanc solution for organizing documents, accounts, and assets.
“My husband and I were like many other couples. We had wills, and we felt like our ‘estate’ was generally in order. I paid some bills, he paid others … but in truth, we weren’t 100 percent sure what the other did or where all our account information was.”
“My husband and I are already very organized. But we didn’t have everything in one place, and with three kids, we couldn’t help but wonder, ‘What if?’”
“…my husband’s filing system made sense to him but not to me… and this book helped guide me, step-by-step, through the process of getting on paper everything I would need to know.”