Daily Money Managers

offer services to ensure the well-being of clients’ daily financial

lives including paying monthly bills, assisting with tax records, balancing checkbooks,

reviewing medical bills, and maintaining financial records. Services may also include

notary services, payroll management, healthcare advocacy trustee, power of attorney,

estate Trustee or Executor, and other fiduciary services.

Let me HELP YOU free up time for more enjoyable activities, ensure financial affairs are in order, and improve ​quality of life free from the stress of stacks of unfiled paperwork,

unpaid bills, and the uncertainty of the state of your estate. I provide daily money

management, financial and estate organization services for:

• Older Adults and Solo Seniors
• Family members responsible for managing a loved one’s affairs
• Blended Households or Domestic Partnerships
• Special Needs Adults
• Busy Professionals
• Small Business Owners

Schedule a free introductory meeting to see if Daily Money Management services are right for you.

SJKing Services LLC offers professional, accurate financial management, estate

organization, fiduciary services, and small business bookkeeping.

Daily Money Matters

• Personal household finances administration and support.
  
• Monthly bill payment
  
• Reconcile and monitor bank and credit card accounts
  
• Prepare household budget and monitor spending
  
• Review medical bills and file insurance forms
  
• Support with financial or assistance applications
  
• Help prepare for personal tax filings
  
• Process payroll of household staff
  
• Provide referrals and liaise with other professional and community services; ​attend meetings
  
• Small business bookkeeping full range of services
  

Financial Education

• For people who want to learn how to better manage personal finances for themselves.
  
• Help prepare household budget
  
• Learn how to reconcile bank and credit card accounts
  
• Automate monthly bill paying functions
  
• Referral to Financial Planner and help with retirement accounts
  
• Learn how to use applications to monitor and process financial transactions
  

Estate Matters

• Ensure your wishes are carried out when your estate is settled.
  
• Ensure estate planning is up to date including personal asset inventory
  
• Beneficiary designations, location of important papers and access passwords
  
• Assist with referrals and meetings with estate attorney office
  
• Serve as Financial Attorney in Fact, co-Trustee or co-Executor, Personal or co-Personal Representative
  

Other Services

• Notary Public
  
• Wellness visits
  
• Assistance with medical/other appointments
  
• Residence visits during client absence
  
• Help with downsizing or changing living arrangements
  

A complimentary meeting to discuss your needs and what services you are interested in.

We will formalize the arrangement with a service agreement, determine what services are needed, and gather the necessary information.

Sherri will start making your life easier with less stress and more time for the things that are important to you.

Alternative form of contact:

Call or text (651) 707 7926

Direct email to sjkingservices@gmail.com

Sherri King is a member of the

American Association of Daily Money Managers and

Association of Financial Counseling and Planning Education

Sherri started working behind the register at her parent’s business at a young age, and started her bookkeeping career while in college, making the daily sales reconciliation and deposit for the bookstore. She has a Bachelor of Arts in Education, English and Religion from Concordia College, St. Paul, including some accounting and business courses. Over the next several years she worked in bookkeeping and inventory control for several small businesses, and eventually spent 20+ years in the legal department operations and records area of a major East Metro corporation.

While working full time and raising a family, Sherri also spent 13 years working part-time for a mid-sized church with a preschool and day care, handling full bookkeeping duties, including payroll and benefits administration for 5 full-time and 30+ part-time staff. Sherri volunteered as the treasurer for a non-profit group of parents who raised money for non-taxable purposes such as paying school tuition, sports team fees, Scouting or other youth activities, and created a new non-profit group for the same purpose. In addition, she served as the primary event manager, running a concession stand at multiple sports arenas in the Twin Cities for 7 years. Her volunteer concession stand work led to part-time employment at the Xcel Energy Center as a concession stand Inventory and Cash Management Lead, a position she held for 11 years.

Sherri enjoys reading, attending plays and musical theatre, worship and volunteer activities at Woodbury Lutheran Church, cooking, going Up North to visit family, and spending time with her grandkids.