Christine is a professional Daily Money Manager with an MBA and over two decades of expertise dedicated to alleviating the financial burdens of busy professionals and individuals.
Q: How do you improve the quality of your clients’ lives?
A: At C. Dolan & Associates, financial peace of mind meets personalized in-home daily money management services. Services are customized for every client’s needs and can include bill payment and management, budgeting, tracking insurance claims, document and tax organizing. Â
The company will transform your financial paperwork chaos into organized systems, allowing you to focus on what matters most while they handle the details. Solid relationships are built through strong financial and organizational skills, coupled with great patience and a positive demeanor, which creates an environment that puts clients, their families and their professionals at ease. Â
Q: How does C. Dolan & Associates stand out?
A: What sets us apart is not just our expertise, but our unwavering dedication to understanding our clients’ unique needs. My passion for this work stems from a background deeply rooted in family values. Growing up close to my grandparents, my experiences in ensuring their financial well-being paved the way for my role as an advocate for individuals’ financial organization.
Today, our clients are not just clientele. They are an extension of our family. We take joy in hearing their stories and making a meaningful difference in their lives. There is nothing more rewarding than helping clients discover hidden financial resources and witnessing the sense of relief that comes with balanced and organized accounts. I love what I do, and I look forward to it every day!