About Your Money Lady
Your Money Lady is a daily money management service for people who feel overwhelmed by their everyday finances, have lost confidence in handling them, or can no longer keep up on their own. Anxiety about unpaid bills and piles of paperwork gives way to calm, and clients and their families get their focus back for everyday living.
How Your Money Lady Started
Your Money Lady grew organically from my first company, Your Tech Lady. As I helped clients with their technology needs, I noticed that many were also struggling with everyday financial tasks, such as paying bills by check or online. Again and again, I heard how stressful, worrying, and overwhelming these responsibilities could feel.
Everyone’s circumstances were different. Some clients had difficulty remembering when bills were due, while others found online payment systems confusing. Some had never managed these tasks because a spouse had always handled them but could no longer do so because of health challenges or had passed away. Family members often wanted to help but did not have the time or lived too far away to provide regular support.
As more clients began asking for help, offering these additional services felt like a natural next step. This type of support is known as Daily Money Management, and I am proud to be a member of the American Association of Daily Money Managers (AADMM).
WHO WE SERVE
Clients, families, and the professionals who support them
Older adults
Seniors who want to stay independent and in their own homes, with help keeping the finances on track.
People with disabilities
Adults who need reliable, ongoing support with bills, statements, and financial paperwork.
Families and caregivers
Adult children and loved ones who see that a parent can no longer manage, but don't have time or live too far away.
Referring professionals
Financial planners, estate attorneys, case managers, and others who need someone handling the day-to-day for their client.
Meet Jackie
As the Owner and Founder of Your Money Lady, I’m dedicated to helping people manage their day-to-day finances with confidence and ease. By taking care of these important tasks, I provide clients and their families with greater peace of mind. This support can also help clients remain independent and stay in their homes longer, improving their overall quality of life.
I am on the Leadership Team of ACAP Forsyth-North Fulton (Adult Children of Aging Parents). We are a non-profit that offers programs and resources to children and caregivers supporting their senior parents or loved ones.
When I’m not helping clients, you’ll often find me playing Mahjong or trivia, exploring estate sales, or spending time with my three very spoiled fur babies: one dog and two cats.