For three years, my husband and I, who live in Portland, Oregon, have been executors for a family estate that included multiple trusts, all of which are all located in Texas. To ease our accounting and bookkeeping burden, we decided to transition some of the trust fund management to a professional financial manager. In October 2020, we selected Rita Kuehnis, owner and member of Smart Daily Services LLC. Since we have been working with Rita, she has consistently demonstrated the highest level of commitment to us and has provided us with the utmost perfection and integrity in all of her responsibilities. The results of Rita’s efforts were evident immediately. From the moment we contacted Rita, she was fully engaged in providing solutions for a very complex set of financial issues. In fact, our first request of Rita, was to provide total financial management that required her to work with a very problematic bank. This required many hours of back-and-forth between the bank, the two of us, and Rita. Because of Rita’s commitment to her clients, she forged a solution that worked for all of us.Rita’s ability to provide accurate and on-time financial management for multiple trusts and expense accounts, her exceptional communication, and bill paying, reflects her strong commitment to her clients and her outstanding ability to perform her job flawlessly. It has been our good fortune to have chosen Rita to manage our financial interest. John Grigsby and Jim Vegher
Rita recently provided daily money management support in a remote setting, and it was a successful, enjoyable experience. Her work's quality was very detailed, delivered on time every time, and with accuracy. She has a keen ability to ask concise questions, which allow her to uncover details and opportunities for changes very quickly. Her calm, confident style was reassuring and created a sense of trust. The investment in hiring daily money services was money very well spent. I encourage others to enjoy the benefits of her expertise and knowledge.
When you wake up one day and realize that you really need a budget, call Rita. Our finances were a mess after many years of living in different states, complicated compensation structures, and unneeded banking accounts among other things. Getting a full picture of where the money was going, simplifying, and subsequently making value-based decisions to create a full-year plan and budget saved us not only money, but considerable angst and challenge by having clear data for joint decisions. It wasn't easy and required considerable time investment on all our parts but the results are absolutely worth it and I've no doubt that having an expert lead us through this made all the difference in reaching an outcome we (me and my wife) are happy with.
I had made several choices which led to a considerable amount of debt, and with my crazy work schedule I was regularly over-drafting my checking account. Money management became a loathsome chore that needed much more focus then I wanted or could give to it. I reached out to Rita who very attentively worked with me on a budget and the needed structure for my spending. Due to her I not only have money left in my account at the end of the month, I am making progress in paying back my debts, and no longer see overdraft or late fees notices. This is a huge improvement, and provided a benefit to my life overall.
I have been working with Rita for a few weeks. Although I am still feeling so upset by many ongoing issues in my life, knowing my bills are at least paid and in order makes me feel a lot less vulnerable on a few levels. Rita has become a very meaningful part of my life. Thank you.