Daily Financial Matters, LLC

Welcome to Daily Financial Matters!

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What is a Daily Money Manager

The American Association of Daily Money Managers (AADMM) defines a Daily Money Manager (DMM) as "a financial professional who provides personal financial services to individuals and families, and who manages personal daily money matters such as bills, budgets, and record keeping and much more." To learn more, visit our 'In The Media' page to view a podcast on daily money management services.

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At Daily Financial Matters, LLC, we will be your dedicated partner in navigating the complexities of daily money management. We cater to clients with various needs, offering one-time, occasional, or ongoing services. Whether you need support with paying bills, balancing your checkbook, crafting a budget, reducing debt, organizing financial records, or providing notary services, we tailor our services to meet your unique needs. 

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We take pride in our inclusive approach and specialize in serving a diverse range of clients, including:

• Older Adults / Solo Agers: Ensuring ease and clarity in financial management during your golden years.

• Families: Helping you care for your loved ones and providing the support you need.

• Loss of Spouse and Individuals in Life Transitions: Providing compassionate and meticulous financial care during times of change.

• LGBTQ+ Community: Offering respectful and personalized money management services.

• Individuals with Chronic Illnesses or Physical/Cognitive Challenges: Tailoring our services to accommodate unique needs and simplify financial upkeep.

• Busy Professionals and Retirees: Helping you manage your financial affairs efficiently so you can focus on what matters most to you.

• High Net Worth Individuals: Ensuring that your financial needs are taken care of - allowing you to focus on the things you love.

• Legal Representatives (Power of Attorneys, Executors, Guardians, Trustees, Social Workers, Care Managers): Assisting with the diligent and responsible handling of financial duties.

• Small Businesses:  Focusing on your trade and having no time to manage your payroll - with our assistance, you can focus on your core business activities without worrying about managing payroll processes. 

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The Benefits of working with Daily Financial Matters result in:

• Gaining peace-of-mind and decreasing stress knowing your financial affairs are managed

• Caregivers experiencing relief knowing their loved one’s finances are professionally handled thus allowing one to maintain your independence, simplify your life and lessen your financial burdens  

• Potential Savings realized by elimination of late fees occurred and help prevent fraud and identity theft because a watchful eye would be on the look-out out for erroneous practices

• Improved credit scores as a result of reviewing one’s financial picture and providing insight

• For our initial meeting, we can meet at your home or any other location of your choice

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At Daily Fin. Matters, we understand that managing your financial life can be daunting, especially during times of transition or personal challenges. That's why we are here—to provide not only expertise but also a trusting relationship that respects and embraces who you are.