Daily Money Management
✨ What We Offer
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Bill Payment Management
Ensure bills are paid accurately and on time.
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Bank Account Reconciliation
Monitor accounts, identify discrepancies, and guard against fraud or overdrafts.
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Budgeting & Cash Flow Tracking
Help create and maintain realistic monthly budgets.
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Mail Sorting & Organization
Open and prioritize mail to separate junk, important notices, and bills.
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Medical Insurance Claim Review
Organize medical bills and EOBs, and ensure accuracy in charges.
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Document Organization
Keep financial paperwork neat, accessible, and ready for tax time.
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Liaison with Professionals
Collaborate with family members, accountants, attorneys, or trustees as needed.
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Financial Advocacy & Oversight
Watch for signs of fraud, scams, or financial mismanagement.
Daily Money Management is a service that assists individuals with managing their personal finances on a day-to-day basis. This can include tasks such as bill payment, budgeting, organizing financial documents, reconciling bank statements and other financial administrative duties.
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DMMs (Daily Money Managers) often work with individuals who may not have the time, ability, or desire to manage their finances independently. They can be particularly helpful for seniors, individuals with disabilities, busy professionals, or anyone who needs assistance in keeping their financial affairs in order.​
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Overall, Daily Money Managers provide valuable assistance to individuals who need help managing their finances and can help alleviate stress and anxiety related to money management.
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Reasons for a DMM to step in:
1. A spouse dies and the survivor had not previously handled any of the household finances.
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2. Caregivers are exploiting their charge and essentially robbing their family members blind. We can be a buffer between a dependent and caregivers or family that are trying to gain access to finances.
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3. Older adults facing cognitive decline.
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4. Younger individuals who simply need help with the nitty-gritty of money management.
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5. Individuals who like to travel frequently.
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6. Individuals transitioning due to divorce.
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7. Military families who hae one or both spouses deployed often.
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8. Busy professionals or families who just wish to spend their time on other things.
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9. Caregivers of aging parents who are busy with their own families or live a distance away.
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10. Disabled individuals.