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Do you feel stress with bills and documents?

Managing money, bills, and important papers can be stressful. RMS has been helping businesses and individuals with Daily Money Management and Bookkeeping since 1982.

 

What is a Daily Money Manager?

According to the American Association of Daily Money Managers (AADMM):

“Daily Money Managers (DMMs) provide personal business assistance to clients who have difficulty in managing their personal monetary affairs. The services meet a continuum of needs, from organizing and keeping track of financial and medical insurance papers, to assisting with check writing and maintaining bank accounts.”

 

What is a Coach?

  • Life Coach: A professional who helps individuals set and achieve personal or professional goals, overcome challenges, and improve various aspects of their lives.

  • Career Coach: Assists individuals in navigating their career paths, making career decisions, and enhancing their professional skills.

  • Executive Coach: Works with business leaders and executives to enhance their leadership skills, decision-making abilities, and overall performance.

  • Health and Wellness Coach: Supports individuals in making positive changes to their health and well-being, including aspects like nutrition, fitness, and stress management.

  • Communication Coach: Helps individuals improve their communication skills, whether in interpersonal relationships, public speaking, or other forms of communication.

  • Academic Coach: Assists students in developing effective study habits, time management skills, and strategies for academic success.

  • Financial Coach: Guides individuals in managing their finances, budgeting, and making informed financial decisions.

  • Relationship Coach: Works with individuals or couples to improve their relationships, communication, and overall satisfaction in personal connections.

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.

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