Nanette Duffey Email & Phone Number

I take tremendous pride in helping busy individuals, executives, and families burdened with busy schedules and multiple priorities. As a daily money manager, my team and I help clients create and manage their personal financial activities. We are able to effectively handle duties including paying bills, tracking spending, organizing tax documents, digitizing paper files, and helping clients regain control of their financial world. As a Professional Daily Money Manager (PDMM), I am a speaker, trainer, and contributor for media publications. The Organized Instincts team of daily money managers is like having a Chief Financial Officer (CFO) for your personal finances. We are more than a bill paying service. We offer you the ability to have your financial house in order - to lead an even richer life. What happens? Your bills are paid on time, tax documents are submitted to the accountant, paperwork is filed away, and your spending is tracked and reported. We're your both an advocate for savings and secret weapon for keeping things on the right financial track. Specialties include: Quicken personal finance expert & trainer, consumer spending plans, cash flow forecasting, personal financial educator, and family/spouse spending dynamics. I earned a Bachelor of Science, Financial Management, from Clemson University, and became Georgia's first professional daily money manager in 2010.

Listed skills include Budgets, Leadership, Cash Management, Finance, and 23 others.

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  Clemson University

  B.S.