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.
For more information about daily money management (DMM), check out this great article by Lynnette Khalfani-Cox, personal finance expert and contributor to AARP magazine.