Hi my name is Paul Young (Husband, Father, & Grandfather) searching for a 2nd career opportunity in Lubbock TX. After 35+ years of experience in financial banking operations, programming, technology and management job positions with multiple banks in different states, I founded C-Y Faithful Stewardship with Your Money in July 2018 as a 2nd career opportunity to become a personal Daily Money Manager (DMM) that provides trusted, careful and responsible management with Your Money. My journey to becoming a Daily Money Manager (DMM) started in 2013 in attending the annual conference for American Association of Daily Money Managers (AADMM), as I researched options to help my elderly parents who lived in another state to ensure that their finances were organized, their bills were being paid on time and ensuring their legal documents (Power of Attorney, Wills, etc) were accessible when needed. It was easy to find health care givers to assist my elderly parents, but how could I provide organized financial assistance to them as they became unable to manage their normal day to day financial task, along with their vulnerability to be hit with fraud scams at their age.
After attending the AADMM annual conference in 2014 & 2016 to continue learning about how Daily Money Managers can help senior adults, I officially signed up as a member with AADMM in May 2018 to become a personal Daily Money Manager. In striving to learn more about how Daily Money Managers can help senior adults, along the way I have personally encountered a situation where a family member lost his spouse. His spouse had taken care of everything money wise and she had not created an emergency financial back up plan. Needless to say he was lost in next steps to get his finances organized. As a Daily Money Manager, I was able to step in and help him organize and setup his online bill pay monthly processes, create a spending plan, organize his tax reporting requirements, and access his important legal documents. Helping him to overcome the stress of not knowing the steps to take to organize his finances, has made me to realize that there are opportunities for a Daily Money Manager to help people in need with the services provided by a Daily Money Manager.
My major objective as a personal Daily Money Manager is to provide trust, clarity, order and organization to clients daily management of bills, spending plans, record-keeping, and legal documents with an overall goal to keep my clients financially organized and independent.
My primary focus of clients that may be interested in a personal Daily Money Manager are:
- Senior Adults: who are unable to manage their finances and want to maintain their independence; also this group is susceptible to fraud and other scams
- People in life transition: divorce, loss of spouse or adults caring for dependent children yet also responsible for care of aging parent
- Busy Professionals: who want more quality family time or more time for career advancement
To learn if any of my services as a personal Daily Money Manager (DMM) is right for you or someone you know, please contact me to schedule a no-cost, no-obligation initial consultation.
