DAILY MONEY MANAGERS

As personal financial matters become more complicated – finding time to focus on the daily tasks of money management becomes more difficult. Daily money managers (DMMs) offer services to ensure nothing falls through the cracks including necessities like monthly bill payments, tax preparation, balancing checkbooks, decoding medical bills and negotiating with creditors.

Not everyone is ready or able to manage the tasks associated with daily money management. When you hire a daily money manager to assist with your needs, you have peace of mind knowing that a dedicated, trained professional will ensure your daily financial matters are handled in a timely and professional manner so you can focus on the things you enjoy.

DMM’s WORK WITH

Daily Money Mangers work with a variety of clients including:

  • Seniors and older adults
  • Adult children of older adults
  • Busy professionals
  • People with disabilities
  • High net worth individuals and families
  • Small businesses owners
  • Frequent travelers
  • Military personnel and veterans
  • Non-profit organizations
  • People in life transition

READY TO GET STARTED?

Services

Budgets

We help you budget to achieve the goals you’re working toward — whether that’s getting out of debt, saving for retirement, reducing your cable bill or just trying to keep your grocery bill from getting out of hand.

Other Services

Organizing bank records

Reviewing investment and brokerage statements

Organizing tax documents for tax preparers

Negotiating with creditors

Deciphering medical insurance papers

Verifying proper processing of claims

Setting up and maintaining financial files

Providing referrals

Acting as an intermediary with legal, tax and investment professionals

Additional services of benefit

 

Banking

We help prepare and deliver deposits on a regular basis into your savings accounts, checking accounts and money market accounts, giving you the peace of mind that your money is safe and secure with your financial institution.

Other Services