Meet Dicie Hansen
I began offering daily money management services in 2012 at the request of a family friend suffering from a neurodegenerative disease. In time, more friends asked for help.
Before offering daily money management services, I spent almost twenty years in financial services working in capital markets, cash management and credit cards. After banking, I launched my own management consulting practice focused on helping small businesses and non-profits implement strategy and improve business processes. I received my undergraduate degree from Smith College and my MBA from The University of Chicago. |
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My Professional Affiliations
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Insurance
I am insured through Dominion Insurance Services with a professional liability policy underwritten by Lloyd’s of London.
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How I Work
My goal is to alleviate the burden, stress and worry that can accompany managing day-to-day financial matters.
I tailor my services to the particular needs of each client and their family situation
to minimize frustration and mistakes by anticipating and recognizing potential problems
before they happen and before they cause costly ripple effects.
I create a supportive, structured environment that helps clients maintain a sense of autonomy and control
while ensuring critical personal and household financial activities are executed in a timely manner.
I tailor my services to the particular needs of each client and their family situation
to minimize frustration and mistakes by anticipating and recognizing potential problems
before they happen and before they cause costly ripple effects.
I create a supportive, structured environment that helps clients maintain a sense of autonomy and control
while ensuring critical personal and household financial activities are executed in a timely manner.
Frequently Asked Questions
Who are your clients?
I work with
How do we begin?
I start with a free, one hour, no obligation, face-to-face meeting with a prospective client. We discuss your needs and determine whether my services are a good fit. If they are, we begin working together.
Where do we meet?
I typically meet with clients in their home. Other arrangements are possible such as meeting at a library.
For face-to-face meetings, I typically restrict my service area to the Northwest Suburbs of Chicago.
I also provide services remotely. Depending on the services desired, a separate checking account may need to be established to permit remote payment processing.
How do you charge?
I charge an hourly fee. I also charge for travel time in excess of 30 minutes.
Is a contract required?
Yes, I do ask each client to sign a contract so that my responsibilities and the client's are clear. The contract may be canceled for any reason with 30 days written notice.
Will you coordinate with my other financial professionals?
Yes! My clients typically work with tax accountants, estate attorneys and investment advisors to manage their affairs. I ensure these professionals get the information they need to perform their work and are contacted when relevant matters arise.
I work with
- older adults and adult children;
- people experiencing a life transition such as a divorce or the loss of a spouse;
- recently retired executives; and
- high net worth individuals and their families.
How do we begin?
I start with a free, one hour, no obligation, face-to-face meeting with a prospective client. We discuss your needs and determine whether my services are a good fit. If they are, we begin working together.
Where do we meet?
I typically meet with clients in their home. Other arrangements are possible such as meeting at a library.
For face-to-face meetings, I typically restrict my service area to the Northwest Suburbs of Chicago.
I also provide services remotely. Depending on the services desired, a separate checking account may need to be established to permit remote payment processing.
How do you charge?
I charge an hourly fee. I also charge for travel time in excess of 30 minutes.
Is a contract required?
Yes, I do ask each client to sign a contract so that my responsibilities and the client's are clear. The contract may be canceled for any reason with 30 days written notice.
Will you coordinate with my other financial professionals?
Yes! My clients typically work with tax accountants, estate attorneys and investment advisors to manage their affairs. I ensure these professionals get the information they need to perform their work and are contacted when relevant matters arise.