Daily Money Management (DMM)

With daily money management services, you remain in complete control. As your daily money manager, we are here to assist you with the management and organization of your day to day financial responsibilities. Our services will meet a continuum of needs and is appropriate for most people who just need a little assistance or for those who would just rather spend their time doing the things they love. With daily money management services we can come to your home to assist you or we can take care of everything for you from our office. You get to choose how much or how little involvement you would like have.

Daily Money Management Services Provided:

• Organization of mail & paperwork
• Set up filing system for bills and important paperwork
• Bill paying
• Reconcile bank statements
• Budgeting
• Make bank deposits
• Create an inventory of assets and investments
• Medical claims assistance
• Review and reconcile credit card statements
• Coordination and management of other outside services
• Negotiate with creditors to reduce debt when possible
• Track income and expenses for tax deduction reporting
• Provide user-friendly financial reports to client and their families
• Assistance with organizing information for tax return preparation
• Interface with other professionals including your CPA, financial advisor and attorney
• Capture all important personal information (financial, insurance, credit cards, investments) and ensure this data is readily available when needed
• Referrals to other service providers and professionals when needed
• Review and analyze credit reports