Daily Money Management Services

Peace of Mind Services

Our daily money management services help you gain peace of mind and worry less about bills.

Time-saving Solutions

Our services free up your time so you can focus on what truly matters to you.

We are members of the American Association of Daily Money Managers which is a membership organization committed to and promoting high standards of services supporting the growth of the Daily Money Management professionals.

A Daily Money Manager (DMM) provides a personal service to clients who need or would like assistance handling their monetary affairs.

People hire a DMM for many reasons:

• Busy schedule and can't find the time

• Frequent travelers and don't want to miss anything

• Not their forte

• Are elderly or health related reasons finding such tasks as being a little more difficult to handle on their own

The expertise of DMMs covers a broad range of tasks. The actual work they do depends on client needs. The services we provide are:

• Bill paying, including calls to payees regarding incorrect bills and preparation of checks for client signature.

• Reconciling checking and credit card accounts.

• Online bill paying.

• Preparing and making bank deposits.

• Organizing for your CPA or accountant's tax preparation.

• Negotiating with creditors and utility companies.

• Reviewing medical insurance papers and verifying proper processing of claims.

• Notary services (on-site in Virginia and remotely anywhere in the world).

• Financial counseling (see our Financial Consulting tab).

• Preparing budgets of spending plans.

• Preparing plans to reduce debt.

Please ask if you need a service not listed to see if we offer it.

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 enjoy and appreciate the service and wish they had hired a DMM years ago. Daily Money Management services are becoming a mainstay in today's society.

I could never do this without you, thank you so much.

Mary K., Falls Church, VA

★★★★★

★★★★★

Mark has never been so organized, thank you!

Jean, CPA, Burke VA