About The President: Lisa M. Berlin, M.B.A.,
Would you believe that there are people who:
- Don’t panic when it’s time to find the receipts and papers they need to prepare their tax returns?
- Don’t pay overdraft fees because they forgot to record
a check, deposit or ATM transaction … or didn’t reconcile
their bank statement?
- Don’t pay late fees because they paid bills late?
- Look for a cancelled check or paid bill, and find it on the first try?
If you’re not one of these people, then you need me!
Since I became a Daily Money Manager in 1988, my clients have ranged from teenagers to seniors, of many professions and backgrounds. Each client has a unique story. It is my job to create a plan of service for each person or business, which will fit their unique needs, resources and goals. It has been very exciting to see the change in people as they gain control of their finances and their life, through small, individualized steps.
I am proud that I get almost all my clients by referral. Many are referred by current clients, family members or colleagues, others are referred by a professional such as a trusted accountant, attorney or social worker, and some come through community agencies. In all cases, I offer personal and caring service that is strictly confidential.
The process starts with a free initial consultation, either by telephone, email or in person. Your trust and comfort is very important. Together, in a respectful and honest manner, we analyze your present situation and your goals. Then we decide on strategies and plan how to implement them, either on a regular or as-needed basis. I can “do it all” or you may choose to do some tasks yourself. Your plan of action will be custom-made for you.
For your free initial consultation or to find out more, call me at 410-730-6062 or email me at
firstname.lastname@example.org, and we can talk.
Professional Background And Education
Extensive experience in international banking, business management, retail store management and sales. Fluent in English, French and Hebrew.
Master's Degree in Business Administration (M.B.A.), Management Concentration, Loyola College, Baltimore, MD. 1979.
B.A., French Language and Literature, Franklin and Marshall College, Lancaster, PA. 1973. Received French Award.
Hamilton College Junior Year in France, 1970-71.
Earned Levels I and II of Baccalaureate Equivalency for Foreigners.
Additional training in Foreign Trade Banking and Bank Management.
certified Professional Daily Money Manager
Professional And Community Involvement
Past Chair of the Family and Children's Services of Central Maryland Howard
County Advisory Board
Nominated for “Outstanding Individual Commitment” category of the Equal Business Opportunity Award given by Howard County Economic Development Authority
Leadership Howard County, Class of 1992-93: Alumni Association
- American Association of Daily Money Managers
- National Aging in Place Council (NAIPC)
- Coalition of Geriatric Services
Contact Me By Email At: email@example.com
Or Call (410-730-6062