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.

As a DMM and trusted advisor, we take pride in managing your personal financial affairs in a discreet, attentive and professional manner. Security is a top priority. As a member of the
American Association of Daily Money Managers (AADMM), we subscribe to their strict Code of Ethics and Standards of Practice.

Who do we serve?

  • Are you an senior who wants to remain independent, but is finding the management of day-to-day finances a bit overwhelming?
  • 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?
  • Are you a busy professional who just needs to lighten the load and have someone else take care of the everyday money-related tasks?
  • 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?
  • 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.