Fiscally Balanced, LLC

01/27/2026

Paula Canaday-Daeke and Samantha Files to co-present a webinar tomorrow for the American Association Of Daily Money Managers (AADMM) on hiring your first employee providing insight from both the employer and employee perspectives.

This became the inspiration for her creating Fiscally Balanced® in 2018 to help handle personal daily financial matters for those limited in ability, knowledge, time, or even desire. Fiscally Balanced can take the burden of helping with daily financial tasks and creating a better financial workflow...

10/22/2025

You’ve helped turn our vision into reality. Thank you for growing with us.

08/18/2025

Fiscally Balanced, LLC was proud to sponsor the Johnston City Junior Baseball/Softball Youth Organization this summer.

Johnston City, IL holds a special place in our hearts, and this sponsorship was especially meaningful because it supported a team with a personal connection — our team member’s daughter!

Caralynn took the field with pride, and she’ll always have her biggest fans here at Fiscally Balanced.

12/09/2024

Samantha Files and Paula Canaday-Daeke celebrating at the Metta Johnson & Associates holiday party on Saturday night!

10/22/2024

We’re proud to mark six years of success and growth, at Fiscally Balanced®! From helping individuals with daily money management to partnering with small businesses, our journey has been one of dedication and impact. We're grateful for the trust and support of our clients, partners, and community.

We’re also thrilled to celebrate Samantha’s 1st anniversary with our team! Her expertise and passion have been vital in helping us continue to serve our clients with integrity and care.

Here’s to the next chapter—thank you for being part of our story! 💼✨

10/23/2022

Fiscally Balanced®, LLC turns 4 today!

We are thankful for our great clients and professional partners that provide us the ability to celebrate this milestone today. Fiscally Balanced® prides itself on using a tailored approach for each client that will optimize their financial wellness.

We continue to see a demand for households looking for assistance with financial organization and refining daily processes to provide responsible money practices. This may include bill payment, budgeting, spend analysis, decoupling business expenses from personal expenses or just becoming the overall project manager for one’s financial life.

Alternatively, there is also no shortage of those with cognitive impairment where the situation requires us to step in and take over daily financial matters. We assist in paying bills, reviewing mail, reconciling any discrepancies on financial, medical and insurance statements/bills and fiduciary work in the capacity of executor, trustee or financial power of attorney. This will continue to be a growing market as our population ages.

Working remotely is something we have done from the beginning as we have clients coast to coast and even internationally. It is a blessing to continue to help others with obtaining financial freedom no matter their location and we look forward to what the next year will bring.

Thank you to all who have supported the success of Fiscally Balanced®!

01/19/2022

Paula was recently asked by Russ Thornton, a retirement advisor for more than 25 years, to contribute to his podcast on Women's Retirement Radio called The Caregiver Series.

Click below to hear Paula in Episode 5. She discusses how to recognize warning signs that your loved one may need help with daily money management tasks, and how Fiscally Balanced® can help.

Audio: https://www.womensretirementradio.com/1794525/9822729-paula-canaday-daeke-the-caregiver-series-part-5-episode-48

Video: https://www.youtube.com/watch?v=I5K9vAMCCis

A few weeks ago, one of my listeners suggested a series of conversations on what it means for a woman to become a caregiver.So I'm happy to share the 5th ins...

10/22/2021

Fiscally Balanced®, LLC turns 3 today!

07/20/2021

I was honored to write the article "Bill-Paying and Budgeting Services Protect Clients from Abuse" for Rethinking65 this month to raise awareness of the growing issue of financial abuse and exploitation.

The National Council on Aging estimates that elder financial abuse and fraud ranges from $2.6 billion to $36.5 billion annually. The article will shed light on how you can protect your family and how Daily Money Managers can help.

Daily money managers help clients with Alzheimer's and other cognitive difficulties manage financial affairs. (By Paula Canaday-Daeke)

10/22/2020

Fiscally Balanced®, LLC turns 2 today!

Given the challenges of this year, we are fortunate to have added some great new clients, have expanded the website with “In The News” and “Testimonials” pages and have received our registered trademark. Looking ahead, our trademark will allow us to do business under the company name in any state, which may provide a peek into our strategic thoughts for growth in the years ahead.

Fiscally Balanced® prides itself on using a tailored approach for each client that will optimize their financial wellness. We continue to see a demand for households wanting information on where they are spending their money and putting a budget in place to meet their financial goals. This goes beyond the spending plan and includes organizing financial paperwork and refining daily processes to provide strong and responsible money practices.

Our daily money management services also include those clients with cognitive impairment where the situation requires us to step in and take over daily financial matters. We assist in paying bills, reviewing mail, reconciling any discrepancies on financial, medical and insurance statements/bills and beyond. This will continue to be a growing market as our population ages.

Working remotely is something we have done from the beginning as we have local and international clients. It is a blessing to continue to help others with obtaining financial freedom no matter their location and we look forward to what the next year will bring.

In celebration of our 2-year anniversary of being founded, below are a few tips as you continue to spend more time in your homes. Stay well.

09/11/2020

As a Daily Money Manager helping folks with budgeting and billpay, I was honored to be quoted in a second related article to the one earlier this week by The Boston Globe Magazine on how to find a financial coach. American Association of Daily Money Managers (official)

Money managers can help you get fiscally fit in times when every dollar matters.

09/08/2020

Honored to be quoted in The Boston Globe Magazine regarding budgeting. The biggest takeaway I hope people realize is a budget is a living, fluid document and it should flex as your life changes and within a giving month for those dynamic areas of spending. The Boston Globe

What to do if you’re feeling too squeezed to save, how to negotiate with creditors, where to find help, and more advice for navigating frightening times.