Daily Money Management

Additional Information

A daily money manager is a financial professional who manages the day-to-day financial affairs of a range of clients. Typical services performed by daily money managers include balancing checkbooks, handling bill payments, filing tax forms and other personal financial responsibilities.

Daily Money Management 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.  Daily Money Managers (DMMs) provide personal business and social support assistance to clients who have difficulty in managing their  personal monetary affairs.

  • Pay bills 
  • Sort and file incoming mail 
  • Balance checkbooks and maintain organization of bank records                
  • Organize tax documents 
  • Prepare and deliver bank deposits 
  • Review medical insurance papers and verify proper processing of claims 
  • General organization assistance 
  • Provide referrals to legal, tax and investment professionals                
  • Be a liason between clients, their families, and community resources