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Money Management for Seniors
We help seniors and families take the stress out of managing day-to-day finances. Our money management services include organizing and monitoring accounts, paying bills on time, tracking income and expenses, and providing clear financial summaries. With our support, families gain peace of mind, knowing finances are handled safely, accurately, and transparently.
Cash Flow Tracking
Maintain ledger of income, expenses, withdrawals, and transfers.
Bill Management
Collect and organize bills, schedule and pay bills, file payment confirmations, and track recurring subscriptions.
Budget Oversight
Track income and expenses, compare spending to budget, and identify concerns.
Documentation Storage
Maintain digital file of statements, paid bills, receipts, financial reports, and correspondence.
Account Monitoring
Flag unusual transactions, monitor for potential fraud, and reconcile accounts.
Family Reporting
Starting and ending balances, income and expenses, unusual transactions, upcoming costs, and notes.
Trusted Support for Life's Financial Transitions
Whether it's helping manage day-to-day finances, supporting a loved one, or navigating a major life change, we provide reliable support and peace of mind.
✓ Struggling with bills and paperwork
✓ Out-of-town family oversight
✓ Memory loss or cognitive decline
✓ Recently lost a spouse
✓ Need help staying organized
✓ Seeking visibility and peace of mind
✓ Protection against fraud or scams
✓ Transitioning to assisted living or care
Experience, Care, and Clarity for Your Family
Professional Oversight
Our team brings over 50 years of accounting experience, providing knowledgeable and reliable oversight to ensure bills are paid, accounts are monitored, and finances are handled with care and accuracy.
Compassionate Approach
We understand that asking for financial help can feel personal. Our approach is respectful, patient, and focused on preserving independence while providing the support families need.
Transparent Reporting
Clients and families receive clear, easy-to-understand financial summaries, including beginning and ending balances, income received, expenses paid, and notes on any unusual activity or upcoming expenses.
Built-In Financial Safeguards
For added protection, we never have access to your money or the ability to move funds. All bills are paid through a structured approval process, ensuring every transaction is authorized and transparent.
Fraud Monitoring
We review accounts and transactions regularly to help identify unusual activity and provide an extra layer of protection against fraud, scams, or financial errors.
Predictable Pricing
Our straightforward monthly plans make it easy to know exactly what to expect. With flat-rate pricing and optional add-ons, there are no surprises—just clear, transparent costs.
Service Plans & Pricing
Flat monthly plans with optional add-ons, so you always know what to expect.
Essential Plan
Monitor (2) Bank Accounts
Monthly Cash Flow Tracking
Monthly Account Monitoring
Monthly Financial Reports
Monthly Bill Pay (up to 10 bills)
QuickBooks Online Subscription
24/7 Access to QuickBooks
30-Day Free Cancellation
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$250 per month
One-Time Setup Fee $125
Essential Plus Plan
Monitor (3) Bank Accounts
Weekly Cash Flow Tracking
Weekly Account Monitoring
Monthly Financial Reports
Bi-Weekly Bill Pay (up to 15 bills)
QuickBooks Online Subscription
24/7 Access to QuickBooks
30-Day Free Cancellation
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$475 per month
One-Time Setup Fee $125
Add-On Services
Additional Bank Accounts
​$25 per account
Budget Oversight
​$50 per month
Digital Document Storage
​$75 per month
Custom Requests
​$100 per hour
Sharon Stewart, Co-Founder
Sarah Stewart, Co-Founder
Sharon and Sarah are a mother-daughter team with over 50 years of combined experience in accounting and financial management for seniors, households, and businesses across industries coast to coast. While they are co-founders of Scottsdale Professional Accounting, which provides accounting services for businesses, Arizona Senior Money Management is a separate endeavor focused solely on helping seniors and their families with day-to-day financial support.
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Their passion for seniors goes beyond finances - they are also co-founders of MyFriend, a nonprofit dedicated to easing social isolation and loneliness among senior adults through free companion programs and community events. A portion of proceeds from our services supports MyFriend, helping cover the direct costs of these meaningful programs and events.
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At Arizona Senior Money Management, Sharon and Sarah act as an extension of the families they serve, providing compassionate, reliable support so seniors can maintain independence and families can have peace of mind.