PERSONAL FINANCIAL SERVICES

What is Daily Money Management?

DMM’s provide personal business assistance to clients who have difficulty in managing their 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.

–American Assn. of Daily Money Managers

Family Office Support

Our clients have busy lives!  They travel for business and for fun, they are involved in charities, they run multiple businesses and they coach their kids in sports.  Our clients worry about their debts and they worry about making well-informed choices.

They are hopeful for a retirement full of the good life. They are married, divorcing, and single people who are motivated to make the most out of life’s offerings.  We help them do just that.  Our menu of services is highly customizable to our client’s exact needs and we pride ourselves in serving our clients in vigorously supporting their ability to get it all done.

We offer the following personal financial services:

  • Bill Paying and Account Reconciliation
  • Budgeting/Planning/Cash Flow Analysis
  • Expense management and reimbursements
  • Accountability Partnering
  • Tax Organization
  • Insurance Claim Management
  • Digital File Management and Organization
  • Debt Reduction Plans and Savings Plans
  • Notary Services