Fostering the right solutions & connections
for more than 33 years
for more than 33 years
I am a Daily Money Manager with a passion for assisting clients who are very busy, or who have difficulty managing their personal financial matters. C. Dolan & Associates clients include seniors, adult children of seniors, high net worth individuals, busy professionals juggling careers and families, and organizations without the staff or expertise to handle these challenges themselves.
I’m a business operations professional with more than 20 years of experience working with both startup and Fortune 500 companies, including PricewaterhouseCoopers and Deloitte. My first job was at the Pentagon working for the Joint Chiefs of Staff which included a Top Secret clearance. My experience includes project management, contract management, bookkeeping (financial organizing, balancing, reconciling and managing accounts) and office management.
I am a Daily Money Manager with a passion for assisting clients who feel stressed and overwhelmed navigating their financial matters, or who are simply too busy to handle it all. Clients include seniors struggling to keep up with their financial paperwork; adult children of those seniors trying to help their parents cope while remaining independent; high net worth individuals; busy professionals juggling careers and families; and organizations without the time, staff and expertise to manage these monthly challenges themselves.
I’m a business operations professional with more than 20 years of experience working with both startup and Fortune 500 companies, including PricewaterhouseCoopers and Deloitte. My first job was at the Pentagon working for the Joint Chiefs of Staff which included a Top Secret clearance. My experience includes project management, contract management, bookkeeping (balancing, reconciling and managing accounts) and office management.
I’m a graduate of Flagler College where I majored in Business and Communications, and have an M.B.A. from Marymount University. I live in my home town of Arlington, VA with my husband, my two children, and our dog Lucky.
I grew up in a close-knit family where I was fortunate to have my grandparents as part of my daily life. I experienced first-hand what it takes to help people maintain their financial independence and way of life as they grow older, and how to provide them with the help and support they need.
I am a proud third generation Arlingtonian. In my community, I believe strongly in giving back and have served (and continue to serve) as a volunteer on several committees and a board of directors.
My passion is building solid client relationships where my strong financial and organizational skills, combined with my patience and sunny good nature, put my clients, their families and their professionals at ease.
20+ Years Experience
Masters of Business Administration (MBA)
AADMM member
(American Association of Daily Money Managers)
Arlington Chamber of Commerce Member
Background Check Cleared
Money matters. And money matters can be complicated. Medical bills, insurance invoices, mail, bank statements, and retirement account information can pile up—and something important...
Posted by C. Dolan & Associates on 05/26/2022
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