Daily money managers (DMMs) can provide assistance to disabled persons who are still in charge (or wish to remain in charge) of their own financial affairs. The following services are designed to assist the client while still allowing them to retain complete control over their financial assets:

  • Organizing/tracking monthly income and expenditures.
  • Writing checks for the client's signature.
  • Making timely bank deposits.
  • Reconciling monthly bank account statements.
  • Tracking due dates for bills.
  • Creating & managing a bill payment schedule.

Additional services are included within the Daily Management venue in this website.


SERVICES MENU
Daily Money Management
Management Of Insurance
Tax Organization
Investment Tracking
Financial Daily Management For Seniors
Document Management For Identity Theft
Estate Planning Organization
Guardianship Accounting
Financial Daily Management For Disabled Persons
NY/NJ Notary Public

 

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