Frequently Asked Questions

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What makes NexGen Daily Money Managers different from other personal money management services?

NexGen Daily Money Managers takes a personalized approach to each client, tailoring our services to meet your unique needs and goals. We also prioritize communication and transparency throughout our partnership.

Can NexGen Daily Money Managers help with financial planning?

Yes, NexGen Daily Money Managers offers financial planning services to help you make informed decisions about budgeting, investing, and more.

Do I have to give up control of my money?

No, you retain complete control over your bank accounts, including signature authority.

Is my information safe?

Yes, we do not pass on any information about our clients. Your files are strictly confidential.

Are you a Financial Advisor? Do I still need investment advice?

No, we do not provide financial investment advice. We do not sell financial products.

Do you work with other professionals?

Yes, on an as-needed basis, we will provide advocacy for you on insurance, banking, credit cards, and accountants.

Will you provide me documentation?

Yes, you will receive status reports as requested. We will set up a system for you to reference and provide monthly updates.

What are my responsibilities if I hire a Daily Money Manager?

You will need to provide us with the documentation, bills, frequency of payments, and payment method preferred.

Will you provide an analysis of my spending and provide a budget plan?

Yes, that's what we do.