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Kara smith, owner

I am dedicated to meeting my clients daily financial needs. I understand that can look a bit different for everyone. I know I can ease the stress that comes with daily money and more importantly free up valuable time.

I have over a decade of financial experience working with both small businesses and individuals including in areas related to tax issues, audits and budgeting. I reside in Woodbridge, CT with my husband and our four children.

What is a daily money manager?

Daily Money Managers (DMM) deliver essential financial services to seniors and older adults, people with disabilities, busy professionals, high net worth individuals and others.

Daily money managers are not financial planners or advisors. They do not take the place of accountants, attorneys, investment advisors or social workers, but rather complement services provided by these professionals. DMMs are often “team builders,” bringing together the right professional financial services for their clients.