What is a Daily Money Manager?
A Daily Money Manager (DMM) is a professional who provides a wide range of personal business assistance to clients who want help managing their day-to-day monetary affairs. Get assistance with:
- Reviewing and Paying Bills
- Reconciling Checkbooks and Bank statements
- Sorting and Managing Mail
- Preparing and Making Bank Deposits
- Organizing Tax Documents
- Reviewing Medical and Insurance Papers and Claims
- Providing General Organizational Assistance
Personal Service Tailored to Your Needs
We start with a complimentary, "get-to-know-you" session to determine your needs and our ability to assist you. Our goal is to help seniors maintain their independence, avoid financial exploitation and give them and their loved ones peace of mind. For the active retiree, you can enjoy the freedom of travel and a busy lifestyle knowing your everyday money matters are being handled. For the busy professional, you can maintain your focus on your career and family while she handles the mundane daily tasks of bill payment, mail management and more.
Call us for a free consultation today!