SCA Financial Services

How a Daily Money Manager helps with Your Tax Return Preparation - AADMM Last year Rhonda had a problem. Her father seemed to be deteriorating rapidly. The care manager suggested that she work with a Daily Money Manager (DMM).

If you're looking for a great read, check out this article from NerdWallet on the benefits of Daily Money Managers and how we can help you manage your finances this holiday season!

Liz Weston: How to talk money with your parents this holiday Holiday gatherings may present an opportunity to talk to your parents about important money issues , such as estate planning or long-term care.

Did you know… that SCA Financial Services is so much MORE than just a daily money management firm? Our dedicated financial professionals are able to assist with other areas too such as the organization of personal affairs, tax data compilation and reporting, insurance evaluations and even bookkeeping for small businesses. We are happy to work with you one on one to completely customize your experience based on your specific needs! Send us a quick message today and let us do the rest.

Happy Labor Day from the SCA Financial Services team!

The American Association of Daily Money Managers, or AADMM, is committed to promoting high standards of client services provided by its members. If you’re on the fence about hiring a Daily Money Manager, click the link below and read the strict Code of Ethics that each DMM must follow to remain in good standing:

Standards of Practice and Code of Ethics for Daily Money Managers The Daily Money Manager (DMM) shall perform duties and discharge obligations guided by the AADMM code of ethics and and standards of practice.

“We have been very satisfied with the excellent level of service, professionalism and assistance we have received from our SCA Financial Services Professional. We would be absolutely lost without her.”

Meet our team! Pansy Jones joined SCA Financial Services in 1991. She is a graduate of The Agnes Irwin School and Smith College. She has comprehensive and diverse financial management experience including specific work in estate settlement, trust management, tax planning, marketing, business development, and fund-raising. Her professional experience includes the Personal Law group of Morgan Lewis & Bockius and Personal Trust divisions of Bankers Trust and Philadelphia National Bank. She is a past Trustee of The Agnes Irwin School and has served on various community boards. Get to know Pansy and the rest of our team at scafinancialservices.com.

SCA Financial Services pays the bills… literally! If you’re tired of statements, invoices, and paperwork piling up, say no more. Our team of financial professionals can transition your paper statements to easy, automated online payments while offering clear, concise and customized reports to help you stay on track.

The emotional connection to money is often overlooked. Another example of a solution focus is to connect with a daily money manager, many of whom have expertise in diverse aspects of money management — and client financial anxiety.

If you or someone you know is struggling with the pressure of financial organization, SCA Financial Services and our team of Daily Money Managers can help. Don’t wait and send us a private message today so that we can take it from there.

Examples of How to Cope if You're Feeling Financial Anxiety - AADMM A feeling of distress that can be described as worry from thoughts relating to money is Financial Anxiety. An example is thoughts of not having enough money or worrying about being laid off.

“My SCA bookkeeper is highly skilled in matters of finance and taxes, completely trustworthy, and just a really enjoyable person to work with.”