Right Beside You
Providing Personal Financial Support and Peace of Mind
We offer Daily Money Management services to help you organize and manage your personal finances and life’s everyday details.
Serving clients in the Monterey Bay Area and Santa Cruz County.
Who We Serve
who want to maintain their independence but would like some organized, reliable support managing bills, accounts and financial records
Older Adults
Adult Children
responsible for overseeing their parent’s personal finances, medical bills, and other activities and need a trusted partner to help them keep an eye on things
managing a major life change or transition such as a new health diagnosis, loss of a spouse, move to a care facility, or divorce
Families
managing their finances independently with no family nearby to help and could benefit from local support
Solo Agers
who may lack the time or skills for managing their personal finances and paperwork
Individuals
No matter where life finds you today, we’re committed to helping you now and through every change that lies ahead.
“One of the most important things you can do on this earth is let people know they are not alone.”
— Oprah Winfrey
Daily Money Management Services
Personal Finances,
In Good Hands
Your Medical Bills, Handled
Everyday Life,
Simplified
Your privacy is at the heart of everything we do.
Before we start working together, we clearly outline what we do, who has access, and what you can expect without any surprises.
Transparency from the Start
We use encrypted email communication, secure cloud storage, and multi-factor authentication on every platform that touches your financial information.
Confidentiality and Data Security
We only share your information with designated contacts that you have authorized to receive it.
Protecting Your Data
A Bay Area native, I’ve always been passionate about helping others. I can remember taking a career assessment in middle school and “Personnel Professional” was at the top of the list. While still in college, I started working in HR as the Receptionist at San Jose Medical Center and this evolved into a fulfilling professional career working in Corporate Human Resources for over 25 years, nine of which were at Apple.
Throughout my tenure, I managed multi-million dollar budgets for compensation programs overseeing the financial planning of new hire packages, annual salary reviews, bonus programs, and stock grants. I demonstrated a high level of integrity, attention to detail, and a genuine care for the people behind the numbers. My background in managing employee comp plans, problem solving employee situations, and adhering to confidentiality in all aspects of my work, is the foundation I bring to every client relationship as a Daily Money Manager. I understand the significance of protecting one’s privacy and the weight of being trusted with someone else’s most private information.
I also have experience with older adults facing cognitive decline. My mother-in-law was diagnosed with Alzheimer’s at the age of 60 and lived with this condition for 13 years. I know firsthand the impact this disease has on the caregivers and the importance of a great support system. I understand the family dynamics and the emotional rollercoaster families go through when a loved one needs more support.
I am a member of the American Association of Daily Money Managers (AADMM), and uphold the code of ethics and professional standards for every client I serve.
Outside of work, I love spending time with my husband and two grown kids, walking along the beach, volunteering at Grey Bears, and enjoying a latte at a local coffeehouse.
What People Say About Lisa
“I’ve known Lisa for more than 10 years and worked with her in multiple capacities. Lisa operates with the highest integrity and has been one of the most trusted and reliable business associates I know. I wouldn’t hesitate to work with her again.”
Lochlyn B.
“I have had the pleasure of working with Lisa over the past 10 years, both in her capacity in Human Resources at Apple and as a Home Stager/Owner. Lisa manages projects efficiently from start to finish with a high level of communication, integrity and transparency. Lisa has a strong work ethic, is always in pursuit of acquiring the professional knowledge necessary to succeed, and conducts herself in a professional and pleasant manner at all times. She is loyal, results driven and is known for “doing the right thing.”
Gina S.
I’ve known Lisa Nealon for 18 years - we met at a conference and have stayed in touch ever since. Over the years Lisa has helped several people get the results they’ve always wanted – she is that rare person who uses her vast knowledge and experience to help others succeed. You can trust her to support you in reaching your goals!
Jayne J.
Starting is simple.
We offer a complimentary consultation - no pressure, no commitment. We’ll get to know each other, talk through your situation, and explore how I can help make your life a little easier.