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