A Daily Money Manager (DMM) is a financial professional who provides personal financial services to seniors, high net worth individuals or families, busy professionals, people that would prefer not to handle their financial affairs because they aren't good at it or just don't want to do it. A DMM manages personal daily money matters such as paying bills, record keeping, organizational tasks and more.
We offer a free, initial consultation. At this initial meeting, we will discuss your needs and the work to be done. We will also try to “get to work” during that initial meeting so you can get a feel for what it will be like to work with us. Our services are billed at an hourly rate. Therefore, each client’s cost will vary depending on the amount and type of work. Typically, more work is needed at the start of the relationship. Our goal is always to develop a system and routine with our clients to minimize the cost. Following an initial consultation, we should be able to give you an estimate of expected monthly costs.
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