Your time is money - and peace of mind is priceless.
Meet Your Daily Money Manager
We are financial professionals providing a full suite of personalized administrative services to help you and your loved ones organize and manage all aspects of your personal administrative life.
Combining big-picture strategic thinking with micro-level attention to detail, we help you organize, streamline and take control of the physical and mental clutter of day-to-day financial tasks - everything from paying bills and budgeting to securing passwords and organizing information for taxes.
We adhere to the highest professional standards of ethics and integrity, while being driven by an unwavering passion and commitment to helping people.
How You Benefit
Personal finance is littered with avoidable expenses including late fees, finance and interest charges, and unchecked fraudulent activity, to name a few. Often, a well-thought out and implemented method to organize all the touchpoints can mitigate or even eliminate these costs.
There are also indirect costs including:
The cost of your time
Unsecured passwords that can expose you to financial data risks
Incomplete tax documents that create more work for your CPA and for which you ultimately bear the cost
Disorganized paperwork and junk mail, which waste your time
Administrative tasks for an elderly parent that can create stress and be time prohibitive
We unload the burden and give you back control.
Who We Serve
We support a wide range of individuals and families. These include:
Busy working professionals looking to free up time
Adult children overwhelmed by the responsibilities of supporting an aging parent
High-net worth retirees reprioritizing their time
Recent widows/widowers or divorcees needing direction as they take on new financial responsibilities
Small business owners needing help with their books
Based in Dana Point, we serve clients remotely and at their homes or offices in nearby communities in South Orange County, California.
The Difference We Make
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“We have been using Christina’s services for several years and find her help invaluable. She helps us manage everything related to our personal finances and paperwork which includes our various rental property accounts, meetings with our financial advisor and CPA, and finding the best insurance options to fit our medical needs. We travel extensively and never have to worry that our bills or credit cards will be paid on time. She has also organized our password list and bank accounts so that we can access them easily from anywhere. All the above services give us extreme peace of mind that our affairs are well under control."
- Erica H.
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“CH Money Management has been essential to my business for eight years. Christina keeps every financial detail—multi-currency billings, payroll, expenses, and contracts—organized and running smoothly. My information is always current and accessible, and monthly invoices go out promptly. Her support gives me complete confidence that my operations are handled with accuracy and efficiency."
- Ian H.
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“After my divorce, my financial life felt overwhelming and grim. With multiple business ventures and mounting debt, I didn’t know where to begin. Christina stepped in and immediately brought calm, clarity, and direction. She helped me understand my spending, created a realistic plan to tackle debt, and cleaned up my business books so I could finally see the full picture again. After 6 months of working with her, I have a thriving business and have already paid off half my debt. My feelings of shame and overwhelm are gone! She even uncovered a faulty sprinkler system that was behind an exorbitant water bill. Her support has been grounding and empowering during one of the hardest chapters of my life and I'm truly grateful to be working with her.”
Maria L.
