top of page

About Trish Robertson, Owner


     I have over 25 years of experience working with older adults and I understand we all want to remain independent. Making sure personal household finances are organized and bills are paid in a timely manner is an important piece of the plan. Whether you are too busy enjoying retirement, are experiencing physical difficulties, or are new to handling the household finances, I can help.    
     I was born in and have worked in the Bristol County, MA and RI areas for most of my life. I married a local man and have two grown step-children. I care about this community and the residents that live here. This is home. I have been involved with the Rotary Club of Fall River for 12 years, serving many different roles including President 2016-2017.  I am also a long-time volunteer at the Blackstone River Theatre, involved with my church, and strive to be more environmentally friendly.  
    My colleagues and friends would describe me as someone they trust - you can too.  

Code of Ethics

As a member of the American Association of Daily Money Managers I am committed to promoting high standards of client services and abide by the following code of ethics:

  • As a Daily Money Manager (DMM), I provide assistance to clients who have difficulty managing their personal monetary and/or business affairs. As a DMM, I am not acting as an accountant, financial advisor, or attorney.

  • I have concern for the well-being of my clients.

  • I will treat clients, their family members, colleagues, and other professionals with fairness, discretion and integrity.

  • I will not exploit my clients financially, socially, emotionally, sexually, physically, or in any other manner.

  • I will avoid relationships or activities that interfere with professional judgement and objectivity.

  • I will disclose in writing any affiliations, association, or interest that may pose a potential conflict of interest or the appearance of impropriety.

  • I will strive to ensure fees are fair, reasonable, and commensurate with the services performed.

  • I will take reasonable precautions to avoid harm to the client or his/her property.

  • I will respect the right of my clients, including the right to privacy and confidentiality in accordance with the laws of the state of Massachusetts.

  • I will achieve and maintain high standards of competence.

  • I will accurately represent my professional experience and training.

  • I will keep current with issues affecting my clients (health insurance, consumer fraud, etc.) and maintain all licenses, registrations, certifications, and insurance required by law.

  • I will refer clients to other service providers or consult with other service providers when additional knowledge and expertise are required.

Let’s Start Working Together!

bottom of page