Rick Painter - Omaha, NE Daily Money Manager
Services Learn more how I can serve you
Establish auto-pay and direct deposit
Prepare Checks and Make Deposits
Debt Reduction
Create a Billing Calendar
Coordinate with trusted advisors
Review and Pay Bills
Money Management Made Easy
A Daily Money Manager (DMM) is a financial professional who provides personal financial services to individuals and families, and who manages personal daily money matters such as bills, budgets, and record keeping and much more.
Rick Painter is a money manager in Omaha, Nebraska offering a comprehensive suite of financial and personal management services designed to bring peace of mind and financial stability to his clients. He handles the nitty-gritty tasks, starting with opening and sorting mail, then determining and executing the appropriate next steps. He excels at simplifying your life by de-cluttering and creating or updating filing systems, ensuring you keep only what’s essential and shredding or discarding what’s unnecessary, always with the guidance of your attorney or CPA.
In his commitment to impeccable financial stewardship, he meticulously reviews and pays bills, scrutinizing for any unclear or incorrect billing and fees, and establishing auto-pay and direct deposit arrangements where they make sense. He keeps your financial records in check by balancing your checkbook, preparing checks for signing, and efficiently managing deposits. His bill-paying calendar and comprehensive lists make it easy for you to stay organized, with all the information and contact details you need at your fingertips.
Debt reduction is a priority for him, and he works closely with you and your trusted advisors to create a customized plan. If you ever need support during visits to your family, attorney, or CPA, he’s there to take notes and ask pertinent questions on your behalf.
Your financial well-being is his paramount concern, so we help you locate and organize vital documents, ensuring all your household, financial, and legal information is accessible. His services extend beyond finances – he even keeps an eye on home maintenance needs, liaising with service providers and monitoring their activity and invoices to maintain the value of your investments.
Moreover, he’s dedicated to improving your quality of life and encouraging independence. If necessary, he will refer you to additional services that enhance your overall well-being. His vigilant approach ensures he spots and prevents potential problems before they escalate, offering you the peace of mind you deserve.
Don’t Wait. Get Started Today!
Contact us Today First Time Free Consultation
Refer clients to additional services
Balance
Checkbook
De-clutter & update filing systems
Organize important documents
Who Should Consider Hiring a Daily Money Manager?
People who struggle with managing their budget and paying their bills
People who pay bank overdraft fees or late fees
Parents who are busy raising their children
Single parents who are too busy to manage their finances
Successful business professionals whose personal lives are in turmoil
Business professionals who travel more than half of their work time
Recently widowed or divorced individuals
People who need their credit repaired
Recent college graduates and young professionals
People who make adequate income but run out of money before the end of the month
People who recently went through a bankruptcy
Elderly or retired individuals on a strict, fixed budget
Guardians or family members of any of the above listed categories
About Rick Painter
In 2019 my wife and I were in $48,000 worth of debt. We were stressed, frustrated, scared, and didn’t know what to do. As we wrote down everything we owed, we began to create a plan for us to pay off all debt in 2 years. Through our plan, and working together creating a system, we paid off $48,000 in 14 months.
Most of us have never been taught how to use money, or how to create a spending plan. My heart is to listen to people, see where they are struggling, and create an individualized plan that works for your situation. There is no shame in your situation or guilt, we all struggle and sometimes we need someone to help guide us. I would love to sit shoulder to shoulder with you and show you how you can achieve your financial goals and live the life you have always dreamed. You don’t need to stay awake at night any longer worrying about your finances. Reach out to me so we can create a plan for you to enjoy financial freedom.
Financial Coaching
Are you frustrated with money? Do you make too much money to be this broke at the end of the month? Do you want better communication with your significant other, and improved health?
As a financial coach, I will help create a plan that works for you. I will also create a process for you to become debt free within 2-3 years or less for most clients. We will work together to get your 3-6 month emergency fund so you don’t go back into debt again if this is your goal. Through our time together, I will walk with you through the process to encourage you, and hold you accountable when needed. Once you take control of your finances, you will begin to see improved communication in your relationships, and improved sleep. What would your life look like if you had no debt payments and you knew where all of your money was going? What if when you got paid you were excited because you were able to choose where your money was going? I can help you get to this point of financial freedom.
There is a lot of shame when it comes to finances because we have never been taught how to manage our money. Let’s take the shame out of finances, and create a plan that gives you financial freedom.
Debt Reduction
Do you stay awake at night stressing about how you will pay your bills? Is there too much month and not enough money? We will help create a plan to get you out of debt in 12-24 months for most people. What would life be like if you had no payments in the world, and all your money was coming to you instead of making banks, and car companies rich? Let’s change this, and start working to help you build wealth and live a life of financial freedom.
Budgeting
Rick will help guide you to develop practical budgeting strategies that fit your unique needs, helping you to reach your financial goals. Whether you’re trying to saver for vacation, pay off debt, create an emergency fund, Painting Your Financial Future will simplify the budgeting process for you. Take control of your money as you work towards financial freedom.
