What is a Daily Money Manager?
A Daily Money Manager (DMM) provides personal business assistance to clients who have difficulty in managing their personal fiscal and financial responsibilities. Some of the services that DMMs provide include bill payments, check writing, bank account reconciliation, preparing budgets, organizing and keeping track of medical insurance papers, and so much more.
Who can benefit from the services of a Daily Money Manager?
- Individuals suffering from medical issues (limited vision, dementia) that limit the ability to manage finances
- Individuals recent widowed or divorced whose spouse took care of the finances
- Adult children caring for their parents
- Busy Professionals
- Frequent Travelers
- Small Businesses
Will I be giving up my independence if I hire a Daily Money Manager?
On the contrary, the assistance of a DMM is often the piece of life’s puzzle which allows many seniors to avoid guardianship or complete loss of independence. Our services help our clients remove the overwhelming nature and frustration of handling their fiscal and financial responsibilities. By removing the stress, you are much better able to focus on the more important aspects of your lives.
Are you insured?
Yes, Integrity Money Management carries professional liability insurance through Lloyd’s of London.
If I hire Integrity Money Management, do I still need legal, investment or financial professionals?
Yes, you do. Integrity Money Management does not provide tax, investment or financial advice. We work together with and not in place of these other professionals. Our work complements the work of other professionals by facilitating the completion of these tasks.