A Daily Money Manager (DMM) is a financial professional who provides personal financial services to individuals and families, and who manages personal daily money matters such as bills, budgets, and record keeping and much more.
Daily Money Managers deliver essential financial services to seniors and older adults, people with disabilities, busy professionals, high net worth individuals, and anyone looking to organize their financial life.
All of the following services are performed by a Daily Money Manager:
- Bill Management
- Income and Expense Tracking and Budgeting
- Mail Management
- Tax Organization
- Insurance Claims Management
- File Organization & Management
Our mission is to provide you and your loved ones with a stress-free and organized financial life.
Our Services
- Bill Paying: We handle all of your monthly bills, ensuring that they are paid on time and accurately. This includes reviewing bills for errors, negotiating with service providers for better rates, and tracking expenses to ensure you stay within budget.
- Budgeting: We will help you create a budget that is realistic and achievable, taking into account your income, expenses, and financial goals. We will also help you track your spending and make adjustments as needed to keep you on track.
- Record Keeping: We will organize and maintain all of your financial records, including bank statements, bills, receipts, and tax documents. This will help you stay on top of your finances and make tax time a breeze.
Contact us today to schedule a free consultation and start taking control of your finances.
