WHAT IS A DAILY MONEY MANAGER (DMM)?
A DMM is a financial professional who provides personal financial services to individuals, families, or small businesses and who manages personal daily money matters such as bills, budgets, and record keeping and much more.
I provide personal financial services to a variety of folks; busy professionals, parent(s) who don't have the time to manage this particular task while raising their families, adults who just want more free time, people with disabilities, and small businesses that need help.
ARE YOU BONDED AND INSURED?
Yes, I am bonded and insured to protect my clients and my business from financial losses should any incidents occur.
WHAT TYPES OF TASKS DO YOU HANDLE?
I offer a basic or advanced package and remain flexible to allow customized services that fits your lifestyle and needs. Some examples of services I provide are:
Bill pay, including calls to payees regarding incorrect bills
Balancing checkbooks and maintaining organization of bank records
Preparing and delivering bank deposits
Organizing tax documents and other paperwork
Negotiating with creditors
Providing referrals to and working with legal, tax, and investment professionals.
Dictation & other administrative services
First and foremost, a daily money manager works to help give you peace-of-mind, worry less, and more time to focus on other things in life.
Additionally, it can be quite expensive to hire a Certified Public Accountant (CPA) or Attorney to perform your daily money matters since it will require regular management rather than periodic reviews. As a DMM, I can handle these types of day-to-day money matters and other administrative tasks at a much lower rate and be able to do it on a regular basis.
100%! I respect your privacy and only provide services to you based on what you need. I am on a need-to-know basis with all my clients so I only have access to information/accounts that you wish for me to help you manage.
WILL HIRING A DMM MEAN I AM GIVING UP MY INDEPENDENCE?
Absolutely not. What I do as your daily money manager is to enable you to maintain your independence through assisting you with your finances while ensuring your are involved in all decision-making. I help you live life without worrying about the daily financial tasks.