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Daily Money Management,
What is Daily Money Management?
- Daily Money Management (DMM) encompasses a wide range of daily personal financial activities to help individuals and families. These may include bill paying, checkbook balancing, filing, organizing , and budgeting, as well as submitting and tracking medical insurance claims. Other daily money management services include review of monthly investment statements and insurance policies, assisting executors / administrators of estates, and household inventory.
Who Would Benefit from the Services of a DMM?
- Older adults, as well as busy professionals, are likely to engage the services of a Daily Money Manager. DMM services can help older adults maintain independence while providing their adult children with peace of mind, knowing their parents' needs are being met. Many individuals and families have busy lives that leave little time for leisure pursuits. Daily Money Management services can give them more time for themselves by taking care of a variety of personal business and paperwork tasks.
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(814) 238-2401
