Daily Money Management
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, record keeping, etc. so that you can enjoy your life worry free. As a DMM and trusted adviser, we take pride in managing your personal financial affairs in a discreet, attentive and professional manner. Security is a top priority.
We go the extra mile to build relationships with our clients in order to give you the support and guidance you need. Whether your a senior who wants to remain independent, a frequent traveler who wants the peace of mind of having someone handle the mail and pay the bills while you are away, or a busy professional who just needs to lighten the load and have someone else take care of the everyday money-related tasks. Our services help you organize and safeguard your finances. Together we determine how best to assist you.
Mail is sorted to help protect from scams and fraud. By prioritizing bills and sorting regular mail from junk will help reduce the clutter in your home.
Preparing monthly budgets of expenditures and income help clients identify areas where spending can be cut and savings can be increased. Creating spending reports teach clients how to maintain a budget and avoid cash flow issues.
Checks are prepared or bills are paid electronically by setting up banking software and/or auto-pay, guaranteed to be on time and accurate. Checks are also balanced and banks accounts are reconciled.
Establishing an emergency list which includes insurance information, credit cards while traveling, copy of driver's license and/or passport, and pre-travel discussion of mail pick up while gone, pets, houseplants, airport transportation.
Providing on-going organization for bank statements, income tax, financial records, receipts and other tax related documents for you and your accountant during the stressful tax season.
As a Daily Money Manager and Certified Bookkeeper, expert advice in financial, business, and organizational matters are collaborated with your other advisers to address potential financial issues before they occur.
It provides peace of mind knowing that your documents are up-to-date and in a secure location where they can be found quickly if needed. Medial bills and credit card activities can be monitored so that questionable charges can be dealt with.
As a Notary Public ensuring that signatures on legal documents are authentic saves your business from any legal implications and fraudulent activities can be easily prevented.