Our mission is to assist individuals, families and businesses in the day-to-day management of their accounts. Our focus is on the peace of mind our clients will have when their financial obligations are met with professionalism, ethics and confidentiality.
What is a Daily Money Manager?
A daily money manager (DMM) is a professional who provides a wide range of personal business assistance to clients who want help managing their day-to-day monetary affairs. DMMs often organize and track financial and medical insurance papers, pay bills and maintain bank accounts
A daily money manager can save you time and hassle, and can negotiate on your behalf. We can refer you to other professionals such as lawyers, investment advisors and personal care providers which will ultimately simplify your life.
Typical Clients Include
Find comfort in knowing an Expert in accounting is only an email or phone-call away.
We will happily offer you a free consultation to determine how we can best serve you.
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