What is a Daily Money Manager?

​​​Daily Money Managers (DMMs) are professionals who assist clients with managing their daily financial tasks and paperwork.

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These tasks often include:​

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• Reviewing and paying bills

• Monitoring bank statements and balances

• Making bank deposits

• Organizing tax documents

• Tracking income and expenses

• Resolving medical bills/claims

• Replying to business mail at your direction

• Organizing paperwork and business files

• Short-term projects or on-going services as needed

Who benefits from hiring a daily money manager?

Busy retirees and seniors, career-focused professionals, adult children caring for their parents, adults with special needs, and anyone who is looking for order, stability, and clarity in their daily financial affairs.

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Choosing a Financial Caregiver | Schwab

Financial Caregiving and You | American Bankers Association

How do you charge for your services?

​I charge an hourly rate for all work. When work is done in your home, there will be a one-hour minimum charge per visit. Also there is a five-hour monthly minimum charge. For first-time clients, I offer a free initial consultation so that we can talk about how I can assist you.

Will my information be kept confidential?

Yes. Your information will never be directly or indirectly disclosed to a third party without your express consent.

What are your professional affiliations?

​I am a member in good standing with the American Association of Daily Money Managers (AADMM). As a member, I have completed and passed a background check and adhere to the AADMM Standards of Practice and Code of Ethics.