Less worry | More free time

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By appointment via telephone or video conference only due to pandemic.

A little about me...

Your Daily Money Manager

Welcome to my site!  My name is Sheng Vang-Lee and I look forward to being of service to you! As a member of the American Association of Daily Money Managers (AADMM), I adhere to the same high standards of practice and code of ethics.  I hold a Bachelor of Science in Finance and have professionally worked and still work in financial services within Fortune 500 companies with roles as a financial analyst, manager, and an investment technical lead for over the last decade.

Born and raised here in Minnesota as a bi-lingual American speaking natively in both English and Hmong, I would love to meet you and hear about your story.  I have always had a passion for managing the daily financials in my own household and would love to help you worry less and give you more free time to focus on other aspects of your life.  I strive to give my clients peace of mind through providing personalized services such as taking over their day-to-day financial and banking tasks; managing cash flow (income/expenses), paying bills, organizing mail and documents for taxes, and more. ​

Whether you require assistance at a personal or small business level, I am ready to help you!  ​If you are looking for someone who can provide confidentiality and operate with integrity in these types of services, reach out to me!  There are a variety of reasons why clients need my services. Are you a busy professional or adult, busy parent(s), an adult with disabilities or senior, going through life changes, or a small business owner who would like to focus more on other critical aspects of your operation? ​

Let my passion of work become a piece of your freedom!

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