All is Well
Daily Money Management
Reducing the overwhelm with compassionate daily money management support for young professionals, families and seniors.
Our Mission
All Is Well’s goal is to support and embolden seniors and their families by taking care of their important financial and organizational needs with integrity and efficiency, so our client’s can spend their time doing what makes them happy.
Our services
-
Daily Money Management
-
Bill and Mail Management
-
Financial Record and Medical Claim Organization
-
Notary Services
Meet Donna
-
Donna Burns, Owner and Daily Money Manager
-
I started All is Well Daily Money Management, LLC, because I thoroughly enjoy helping others.
My most recent career was as a real estate agent, helping people with their home search. I ensured buyers knew what their house payments and expenses would be by computing costs and determining taxes and insurance premiums. Prior to that, I worked as an administrative office manager for law firms and CPA firms.Throughout my career, I have worked with clients of all ages and backgrounds. Often I supported in balancing client’s checkbooks, paying their bills, setting up budgets, managing payrolls, organizing receipts, and assisting with creditors and health insurance companies. These experiences led me to starting this business!
Integrity and honesty are two of my most vital traits. I believe in privacy as a priority. So, be assured that your personal information will remain confidential. By adhering to these principals, my goal is to foster a trusting and respectful relationship.