What is a Daily Money Manager?

A Daily Money Manager (DMM) is an insured professional who brings order and clarity to your day-to-day financial activities by assisting you with personal bills, budgets and record keeping, etc. so you can enjoy life and have more peace of mind.

DAILY MONEY MANAGEMENT

  • Bill Pay Assistance - execute all basic bill paying activities.
  • Balance checkbooks and reconcile bank accounts.
  • Deliver bank deposits.
  • Set up banking software and/or auto-pay.
  • Create budgets and spending reports.
  • Sort mail.
  • Monitor credit card activity and deal with questionable charges.
  • Organize bank, income tax and other financial records and receipts for tax preparation.
  • Organize and maintain financial files.
  • Negotiate with creditors.
  • Interact with professionals (accountants, lawyers, insurance agents, bankers and other financial advisors) on your behalf.
  • Assist with other financial projects.

Client Advocate

  • Help protect seniors from scams and fraud.
  • Inform client about available community resources.
  • Provide information and application assistance for benefits client is entitled to.

Coach/Mentor

Help clients adjust and adapt to their life situation by encouraging them to stay engaged, develop their interests, set new goals and create strategies to deal with health and other age-related challenges.


support senior in own home

Senior?

Are you an senior who wants to remain independent, but is finding the management of day-to-day finances a bit overwhelming?

parent of aging senior needs help

Adult child of an aging parent?

Are you the adult child of an aging parent who has been helping your parent with his/her finances, but is becoming overwhelmed yourself by trying to take on this responsibility while managing a busy life and career?

manage money while traveling

Too busy? Out of town?

Are you a frequent traveler who wants the peace of mind of having someone handle the mail and pay the bills while you are away?

Are you a busy professional who just needs to lighten the load and have someone else take care of the everyday money-related tasks?

Relieve the stress by hiring a Daily Money Manager.

You can take control of your money by delegating daily and recurring financial tasks to a trusted partner.


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