Daily Money Manager (DMM) is a financial professional who provides personal financial services to individuals and families. DMM assists in managing essential daily money matters such as bills, budgets, record-keeping, fraud and scam oversight, organizing tax information, money management and much more. DMM can work with your other professionals (such as care providers, tax professionals, lawyers) on your behalf.
As your DMM ("personal advocate"), here to provide various services customized to you. From older adults, people with disabilities, busy professionals, individuals looking for assistance navigating tasks, high net-worth individuals and the small businesses they may own. In addition, the collaboration of health care needs and some fiduciary services are available.
Insured and bonded for your protection. Personal information is kept confidential.
Life Services to Simplify Life
Work hand in hand together to enhance personal money management and overall well-being!
Ultimately your "Personal Advocate"