What is a Daily Money Management?
Daily Money Managers (DMMs) provide customized day-to-day financial and business assistance to clients who have difficulty managing their monetary affairs. Services include organizing and keeping track of financial and medical documents, paying bills, and reconciling bank accounts.
Will I give up control over my account?
No. Our clients retain complete control over their bank accounts including their signing authority.
Who hires a Daily Money Manager?
Are you insured?
Yes, we carry professional liability insurance that is designed specifically for members of the American Association of Daily Money Managers.
We offer a free, initial consultation to discuss your needs and to go over our services. Our services are billed at an hourly rate. After the initial consultation, we will be able to give you an estimate of expected monthly costs. We bill our clients each month and offer 30-day terms of payment. .
What is the cost for daily money management services?