DL MoneyMatters specializes in providing personal daily money management services to seniors to assist them in managing their day-to-day financial affairs. Our services address your personal financial needs and will create peace of mind bills are paid on time, assets are safeguarded and your personal records are in order.
Americans of all ages value their ability to live independently and without a plan for aging in place, it can be hard to stay in control of your life.
Our services meet a continuum of needs to help with your plan to maintain your personal independence, from bill-paying and maintaining bank accounts, to organizing and keeping track of financial, legal, tax and medical insurance records, and facilitating and coordinating the professional services of an attorney, estate planner, financial planner, tax advisor or other designated professional working for the client to provide a consistent and efficient delivery of service.
Diana graduated from the University of Cincinnati with a Bachelor’s degree from the College of Business Administration, majoring in accounting. Over the past 30 years, she has held key positions of authority and leadership in the fiscal operations of small to medium size companies that required high levels of expertise, trust and professional confidentiality. Led by a passion to serve our aging community members, she founded DL MoneyMatters.
Please visit our website at www.dlmoneymatters.com for a complete listing of services.Diana Louiso, Certified Senior Advisor® Cincinnati, OH 45236 Telephone: 513-300-5141 Email: firstname.lastname@example.org Website: www.dlmoneymatters.com