Q: Why do you do what you do? What motivates and inspires you?
A: I love helping people and going above and beyond to make a meaningful difference in their lives. As a Daily Money Manager, C. Dolan & Associates provides personalized, in-home assistance to a diverse, primarily high-net-worth clientele — including seniors, adult children supporting their parents, busy professionals and organizations. From bill payment and management to budgeting, document and tax organization, estate and insurance management, as well as special projects and much more, C. Dolan & Associates strives to put clients at ease, knowing someone they trust is managing their fiscal well-being. There’s not a single day that I don’t look forward to going to work, knowing I’m making a tangible difference in our clients’ lives and helping them achieve financial peace of mind.