Organized Finances, Empowered Living
At Everly Advisory, we serve as your trusted Daily Money Manager, providing thoughtful support that brings clarity and ease to your finances so you can move forward with confidence.
What We Offer
At Everly Advisory, we provide expert, compassionate support to help you stay organized and in control. From everyday tasks to big-picture planning, we simplify your financial life with care and precision.
Financial Management
- Pay bills on time and avoid late fees
- Track expenses, recurring charges, and spot billing errors
- Reconcile bank and credit card accounts for accuracy
- Monitor accounts to detect unauthorized activity or fraud
Organizational Support
- Organize essential financial, tax, and legal documents for quick access
- Maintain a clear, customized system—paper or digital
- Reduce paper clutter and ensure key records are current
Collaborative Oversight
- Collaborate with your CPA, attorney, or financial advisor
- Prepare organized records to support professional planning
- Keep communication flowing smoothly across your financial team
Have a specific need? Let’s talk. Our services are tailored for you.
Who We Serve
Life can be full and sometimes overwhelming. Our clients turn to us for clarity, trust, and tailored support.
We work with:
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Active Retirees & Solo Agers
Living fully without financial stress. -
Adult Children
Managing aging parents’ finances with ease. -
Busy Individuals & Families
Outsourcing daily financial tasks to focus on what matters. -
Individuals Facing Life Transitions or Health Challenges
Receiving steady, compassionate support during demanding seasons. -
Small Business Owners
Keeping personal and business finances organized.
Whether you’re in a demanding season or simply ready for trusted support, we’re here to help you move forward with confidence.
Ann Lam
Daily Money Manager
A Personal Mission,
A Professional Calling
Ann is a native Houstonian with a BBA in Marketing and Management from the University of Houston’s C.T. Bauer College of Business. She spent over 15 years in banking and financial services, building deep expertise in financial systems, organizational support, and client care.
Guided by a personal calling to serve and a deep respect for older adults, Ann transitioned into senior care, assisting with daily financial tasks. She soon saw how overwhelming these responsibilities could become and recognized a way to offer meaningful, practical support. That insight led her to found Everly Advisory, a boutique Daily Money Management service dedicated to bringing structure and calm to people’s financial lives.
What began as a focus on seniors quickly expanded. Ann discovered that people in all stages of life benefit from trusted financial organization. Today, she proudly serves a diverse range of clients, including retirees, busy professionals, and individuals navigating health or life transitions.
Known for her steady hand and grounded approach, Ann creates a sense of ease in every client relationship. Outside of work, she finds joy in gardening, quiet hikes, and traveling with her husband and family. These moments of balance reflect the care she brings to her practice.
Why Clients Trust Everly Advisory
Clients turn to Everly Advisory not only for expertise but for the calm, care, and clarity we bring to every interaction.
Over 15 Years of Industry Insight
With a strong foundation in banking, insurance, and financial services, we bring a deep understanding of financial systems and best practices.
Thoughtfully Tailored Support
Every engagement is customized to reflect your unique needs, values, and goals.
Discreet and Reliable Service
Clear communication, consistent follow-through, and full respect for your time and privacy.
Built on Integrity and Care
We offer a steady, grounded presence with the highest standards of professionalism and ethical service.
We provide steady support that helps you move forward with clarity and confidence.
Client Testimonials
FAQs
A Daily Money Manager (DMM) offers expert support for clients who find it challenging or time-consuming to manage their personal financial matters. This includes assistance with bill payments, bank account reconciliations, budget preparation, and organizing tax records. Services are carefully tailored to reflect each client’s specific financial goals, lifestyle, and preferences.
Daily Money Managers serve a wide range of clients, including:
– Active Retirees & Solo Agers
– Adult Children of Aging Parents
– Busy Professionals & Families
– Individuals Facing Life Transitions or Health Challenges
– Small Business Owners
No. A Daily Money Manager works in partnership with your existing professional team—complementing, not replacing, their roles. By managing day-to-day financial details and keeping records organized, we help your accountant, attorney, financial advisor, or social worker focus more effectively on their specialized areas. Unless separately licensed, DMMs do not offer legal, investment, tax, or clinical advice
We begin with a complimentary 30-minute introductory meeting by phone or video. During this conversation, we’ll learn about your needs, answer your questions, and discuss how our services may support you. If it’s a mutual fit, we’ll follow up with a Letter of Engagement detailing the scope of work, terms, and payment. From there, we’ll develop a personalized service plan tailored to your goals.
