Providing support managing and organizing the day-to-day personal monetary affairs and paperwork responsibilities for an individual and their household ...
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DAILY MONEY MANAGERS ...Provide support managing and organizing the day-to-day personal financial affairs and paperwork responsibilities for an individual and their household.
A daily money manager assists clients with activities such as bill paying, organizing records and preparation for tax filing. |
WHO NEEDS A DMM ...Many factors contribute to the need for the services of a Daily Money Manager. For seniors physical changes due to the aging process can make it difficult to keep up to date with bills and paperwork. Busy professionals and people who travel, whether for business or leisure, can also benefit from the services offered by DMMs.
A DMM can be a great help to members of the "sandwich generation" - adults caring for dependent children and responsible for the care of an aging parent. |
BENEFITS OF USING A DMM ...
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