Rita Kuehnis

SDS Smart Daily Services, LLC

 

Member profile details

 

Contact Details

First name
Rita
Last name
Kuehnis
Suffix
CDMM
Badge Name
Rita Kuehnis
Company
SDS Smart Daily Services, LLC
Profile Photo
 

Organization Details

Establishment Date
October 2017
Services Provided
  • Bill payment services for individuals and families
  • Budgeting
  • Facilitation of household payroll
  • Financial fraud issues
  • Financial record management
  • Medical billing issues
  • Working with fiduciaries on financial tasks
Accepting new clients?
Yes, accepting new clients
Specialty
  • Busy Professionals
  • High Net Worth Individuals and Families
  • People in life transition, divorce, loss of spouse, newly engaged, or married new to the workforce
  • Seniors and Older Adults
Remote Service
Yes, works remotely
Biographical Information
Rita, the first Certified Daily Money Manager in the Vancouver/Portland metro area, is dedicated to empowering clients in their financial journeys and providing the time for what matters most in their life. With a keen eye for detail and a passion for numbers, Rita assists clients in taking control of their finances, offering services such as bill payment, budgeting, and financial record organization. She thrives on interactions with her clients and collaborates closely with family members and professionals involved in their affairs.

SDS Smart Daily Services simplifies your financial life, every day!
Certified CDMM
Yes
 

Main Office

Office 1: City
Vancouver
Office 1: State
Washington
Office 1: Zip
98685
Office 1: Phone
503-851-2449
 

2nd Office

Office 2: City
Portland metro area
Office 2: State
Oregon
Office 2: Phone
503-851-2449
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