Records Management Specialists
We are Daily Money Managers.But what is a Daily Money Manager?
But what is a Daily Money Manager?
A Daily Money Manager (DMM) brings clarity and order to an individual's daily management of personal bills, budgets and record keeping. A DMM assists clients with activities such as bill paying, day-to-day banking, budgeting, insurance paperwork and organizing records and receipts in preparation for income tax filing.
Plus, if you are concerned about meeting financial obligations, a DMM is the best way to go. We help you handle your financial responsibilities. We are your “Personal Money Assistant.”
Some benefits we bring you:
1. help protect your assets
2. spare you the embarrassment of money missteps
3. help you to increase your credit score
4. reduce stress knowing you have a licensed and insured professional helping you take care of your money matters
We provide many services including:
We provide many services including:
• Financial Coaching• Wellness Coaching• Help improve your credit score
• Bill payment services for individuals and families
• Bill payment services for small businesses
• Financial record management
• Budgeting
• Debt reduction
• Assisting family members or other professionals who are
named as fiduciaries
• Help improve your credit score
• Work remotely and on site
• Coaching Services
> Agile Coaching
> Financial Coaching
> Wellness Coaching
• Mobile Notary
We are your place for Bill Paying, Budgeting and
Organizing for Tax Preparation
For You or Your Business(es)
Who we help
Who we help
• Busy Professionals/Executives
• High Net Worth Individuals and Families
• Military Personnel and Veterans
• Non-profit Organizations
• People with disabilities, chronic illness, including mental
illness
• People in life transition – divorce, loss of spouse, newly
engaged or married, new to the workforce
• Seniors and Adult Children
• Small Business Owners
• The stay at home Mom or Dad that needs just a few extra
hours every so often
We understand
We understand
The involvement of an outsider in personal financial affairs may be too intimidating for some, but most clients find that once they have established a relationship with their DMM, they don’t know how they managed without one. A DMM is to a private individual what a Bookkeeper is to a business. As the American population continues to change in both age and lifestyle, Daily Money Management services are becoming a mainstay.
What to expect at the free consult
What to expect at the free consult
This is a time for you to meet me face to face. When I come I will bring you a welcome package that has a blank retainer agreement, our fact sheet, insurance certificate, certificate of our background check, copy of our business license and state corporation, our confidentiality agreement and anything else you ask me to bring. I leave all these papers for your review after I leave, when you are deciding on your next step.
We may get into other unrelated conversation during this meeting because well, I am friendly. Please run the meeting as you feel comfortable with. References are available upon request.