For many of our members, Daily Money Management (DMM) is a second career and we come from very diverse backgrounds.
What we have in common is our strong commitment to helping others, which is essential as we become indispensable to our clients who rely on us to keep their day-to-day finances running smoothly.
Each of our clients have their own particular needs and as DMMs we ensure that their financial lives are clear of hazards. Daily Money Managers help ensure nothing falls through the cracks. Our members provide an array of services including:
- Paying bills and record keeping
- Managing checkbooks and credit card accounts
- Managing insurance claims
- Resolving billing errors and clarifying medical bills
- Organizing income and expense information for budgeting, legal, tax, estate planning and insurance purposes
- Recouping moneys due
- Tracking charitable donations
- Decluttering and organizing important documents
- Acting as Fiduciary, POA, Executor (Letters of Administration), etc.
- Assisting Estate Executors and Trustees