What can a certified Daily Money Manager do for you?

  • Organize tax records
  • Filing tax forms
  • Balance checkbooks
  • Pay bills
  • File insurance claims
  • Develop budgets
  • Track spending
  • Work with CPA's, attorneys and portfolio managers
  • Preparing checks for a client's signature
  • Obtaining Financial Power of Attorney
  • Pro-active monitoring of inappropriate billing, payment and/or solicitations
  • Report generation for budgeting, tax preparation
  • Bill Analysis
  • Payment analysis
  • Charitable giving analysis
  • Bill/payment disputes
  • Social Security Administration forms
  • Record to court (if applicable)
  • Representative payee for Social Security
  • Medical Power of Attorney
  • CFO
  • Executor of a will
  • Assist with name changes on accounts
  • Trustee
  • Successor trustee
  • Notary services
  • Assist/set up/Advise with money management software like Quicken

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Best Daily Money Manager, Harrisonburg, VA

How To Know If It's Time To Hire A Professional To Manage Your Money

After 50 years of marriage, Catherine became a widow. Her husband, Charles, had always handled the household expenses. When he died, she was lost.

Catherine knew very little about paying the bills, maintaining tax records, sorting through confusing medical claims and insurance statements. Since she never liked handling the finances during their marriage, she was happy to let Charles take care of it.

But now?

"I was overwhelmed," she said. "And I was late on paying just about everything."


John was an incredibly busy professional. His job had him constantly traveling. As a result, the monthly tasks of bill paying, managing his investments, and working with his CPA, all fell behind. "I was sinking and I knew it. I needed help," he said.


David and Linda are parents to three growing kids, 10, 12, and 14. Each of their kids have demanding school schedules, and David and Linda have demanding jobs. David's parents were beginning to show signs of memory impairment. When bill collectors began calling them because of non-payment, David's parents called him.

Even though David lived 2 hours away from his parents, he began helping them to pay their bills. But with three active kids, a full-time job, and family responsibilities of his own, the weight was crushing.


Do any of these scenarios sound familiar? If so, you're not alone. Better yet, you don't have to go it alone.

Instead of hiring an attorney or accountant to manage your finances, you can now hire the professional services of a certified Daily Money Manager right here in Harrisonburg, VA—at a fraction of the cost.

The Most Important Job EVER. And Yet, You've Probably Never Heard Of It

Daily Money Managers is a relatively new field that has sprung up in response to the graying of America.

As a certified Daily Money Manager, Barkey Trust Services helps to make your financial life simpler by taking the stress off of your shoulders.

From senior citizens, persons with a mental or physical disability, business travelers, busy professionals, and even military personnel, Barkey Trust Services helps you manage your personal finances.

What A Daily Money Manager Does And Doesn't Do

A Daily Money Manager is a team builder, working in conjunction with your accountant, estate planning attorney, financial planner, or other valuable profession. In no way does a money management service replace any of these professions. Instead, Barkey Trust Services work with them, providing updates, changes, and monetary alerts they need to know.

Abiding by a strict code of ethics, Barkey Trust Services connects you to essential resources, navigates the maze of medical paperwork within the healthcare industry on your behalf, and informs you of services, benefits, and insurances you might not otherwise know.

Let's take a closer look at who can greatly benefit from a certified Daily Money Manager.

What Makes Helping Seniors With Bill Paying and Budget Planning So Difficult?

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Do any of the following sound familiar?

  • Your loved one constantly loses a check or cash
  • Forgets what bank accounts hold their money
  • Forgets they have an account at a financial institution
  • Spends money on useless items, sweepstakes, or contests
  • Makes unusually large donations to charitable, fraternal, religious or political organizations
  • Lends money but forgets when, who, or how much they lent
  • Gets behind on bill paying
  • Fails to collect rent from tenants

These are all signs that your loved one needs assistance with money management.

And yet, many seniors resist allowing anyone to take over managing their bills, budgeting, or act on their behalf for personal money management, as this satisfied client has reported...

A little over a year ago, our family decided to look into relinquishing the day to day bill paying and court reporting for our cousin. Because of the deaths of guardians, aging of the present ones, difficulty with meeting opportunities, etc., we were very interested in meeting with Eric Barkey and reviewing his services. We were quite impressed with his calm demeanor, organization, and business model. We decided to employ Barkey Trust Services to take care of the bill paying, monthly money movement, and financial planning for the future.

Our situation has had many interesting challenges that Eric has tackled with patience and persistence. His organization and perseverance has impressed me as we are trying to complete the transition. We have total faith in Eric's honesty and commitment to doing the best job possible for our cousin. Eric has a warm relationship with her, which really facilitates issues that arise.

We are very pleased with our association with Barkey Trust Services.

Kathy Zimmerman

With the inclusion of a Daily Money Manager, many times this issue can be sidestepped.

That means you don't have to worry about your loved one's ability to handle their money or manage their financial affairs. You can avoid the legal hassle of unpaid bills that result in utilities getting cut off or worse, losing a home.

And, as your Daily Money Manager, I can come to your residence, if it's easier to do so.

Worried About Keeping Your Senior Loved Ones Safe From Financial Exploitation?

In an all too common scenario, seniors increasingly have become an easy target for money scams and assaults to gain access to their money.

Especially vulnerable are elders prone to memory loss and poor cognitive functioning.

With the involvement of a Daily Money Manager, you can help to prevent financial exploitation by shifting control of your loved one's money to a trustworthy third party.

This helps to prevent your elder from becoming less vulnerable to threats, intimidation, or other motives, which cause them to become victims of severe financial harm.

Barkey Financial offers a free consultation. Call 540-849-6265.

Or fill out the form on the left, and we'll arrange a time!

Money manager, Harrisonburg VA

In an all too common scenario, seniors increasingly have become an easy target for money scams and assaults to gain access to their money.

Especially vulnerable are elders prone to memory loss and poor cognitive functioning.

With the involvement of a Daily Money Manager, you can help to prevent financial exploitation by shifting control of your loved one's money to a trustworthy third party.

This helps to prevent your elder from becoming less vulnerable to threats, intimidation, or other motives, which cause them to become victims of severe financial harm.

Barkey Financial offers a free consultation. Call 540-849-6265.

Or fill out the form on the left, and we'll arrange a time!

Money Management For The Mentally and Physically Disabled

For the disabled, a Daily Money Manager can be part of the team that allows them to remain independent.

  • Those with arthritic conditions, unable to write their own checks
  • The family of those with dementia or other cognitive challenges that need assistance with a household budget and paying bills.
  • Those who have a loss or impairment of sight, writing, or hearing
  • Someone seeking an alternative to court-appointed conservatorship

Busy Professionals Who Don't Need Money Advice

A Daily Money Manager works with a wide range of people. For those with extraordinarily busy lifestyles, jobs that require constant travel, or even wealthy retirees, Daily Money Management services is a perfect fit that won't break the bank—or your lifestyle!

Barkey Financial offers a free consultation. Call 540-849-6265.

Or fill out the form on the left, and we'll arrange a time!

What Every Person Should Know About Certified Daily Money Managers

Manage money, Harrisonburg VA

As a member of the American Association of Daily Money Managers, Barkey Trust Services adheres to a strict code of ethics and standards of practice. Certified Daily Money Managers also submit to random background checks.

The investment for hiring a Daily Money Manager is significantly less than professions offering similar services, such as an accountant or attorney, but does not replace these valuable services.

Best of all, you can retain my services just once, while I help you develop a personal budget plan, how to use Quicken, etc.

Or you can retain my services indefinitely. The choice is always yours!

Is a Daily Money Manager right for you? Find out with a complementary Discovery Session.