Working together
for you

703-403-2996

What is a Daily Money Manager?

 

A Daily Money Manager (DMM) brings clarity and order to an individual's daily management of personal bills, budgets and record keeping. A DMM assists clients with activities such as bill paying, day-to-day banking, budgeting, insurance paperwork and organizing records and receipts in preparation for income tax filing.


Plus, if you are concerned about meeting financial obligations, a DMM is the best way to go. We help you handle your financial responsibilities. We are your “Personal Money Assistant.”


Some benefits we bring you:

     1. help protect your assets

     2. spare you the embarrassment of money missteps

     3. help you to increase your credit score

     4. reduce stress knowing you have a licensed and insured   

     professional helping you take care of your money matters

We provide many services including:

• Bill payment services for individuals and families

• Bill payment services for small businesses

• Financial record management

• Budgeting

Debt reduction

• Assisting family members or other professionals who are

  named as fiduciaries

• Financial coaching or counseling

Help improve your credit score

• Work remotely and on site

We are your place for Bill Paying, Budgeting and
Organizing for Tax
Preparation
For You or Your Business(es)

Who we help

• Busy Professionals/Executives

• High Net Worth Individuals and Families

• Military Personnel and Veterans

• Non-profit Organizations

• People with disabilities, chronic illness, including mental

   illness

• People in life transition – divorce, loss of spouse, newly

   engaged or married, new to the workforce

• Seniors and Adult Children

• Small Business Owners

• The stay at home Mom or Dad that needs just a few extra

   hours every so often

We understand

The involvement of an outsider in personal financial affairs may be too intimidating for some, but most clients find that once they have established a relationship with their DMM, they don’t know how they managed without one. A DMM is to a private individual what a Bookkeeper is to a business. As the American population continues to change in both age and lifestyle, Daily Money Management services are becoming a mainstay.

What to expect at the free consult

This is a time for you to meet me face to face. When I come I will bring you a welcome package that has a blank retainer agreement, our fact sheet, insurance certificate, certificate of our background check, copy of our business license and state corporation, our confidentiality agreement and anything else you ask me to bring. I leave all these papers for your review after I leave, when you are deciding on your next step.


We may get into other unrelated conversation during this meeting because well, I am friendly. Please run the meeting as you feel comfortable with. References are available upon request.