Anne S. (business owner)

I received a phone call from Stephen looking for someone to manage the day to day finances for a client. After rapidly exploring the options for this client, we met. It was evident from the get-go that Stephen knew his client well. He'd built a strong relationship, established trust, and listened to the client's wants and needs. In addition to seeking Daily Money Management services, he was helping his client in many ways as the client transitioned to his new environment. That's Stephen! He is committed, resourceful, and works quickly. He'll go above and beyond to ensure a smooth transition.

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