A Daily Money Manager (DMM) is a professional who helps individuals and families manage financial and administrative tasks such as paying bills, organizing documents, reconciling accounts, monitoring for fraud, and helping you stay financially organized and on track.

We tailor our services to each client’s needs. Common areas include:

• Paying bills and tracking due dates

• Monitoring accounts for accuracy and fraud

• Organizing mail and financial paperwork

• Creating budgets and spending summaries

• Liaising with your accountant, attorney, or advisor

You can see a full list on our Services page →

No. We do not offer investment, legal, or tax advice, nor do we sell financial products. We provide day-to-day support to help you stay organized, informed, and in control. We’re happy to coordinate with your trusted financial professionals as needed.

Confidentiality is a cornerstone of our work. We adhere to the code of ethics and standards of practice set by the American Association of Daily Money Managers (AADMM) and use secure systems to handle sensitive client information. We never share your information without your consent.

After an initial introductory call, we’ll propose a service plan tailored to your needs. Most clients are billed monthly based on an hourly rate or flat-fee arrangement, depending on the scope and frequency of work. We’re happy to provide a clear estimate before getting started.

Yes. We serve clients both locally in the Cherry Hill, NJ area and remotely. Many of our clients prefer to work with us virtually via Zoom, phone, and secure file sharing.

Yes, with care and boundaries. We support clients experiencing mild cognitive changes or physical limitations. In these cases, we work collaboratively with family members, caregivers, or legal representatives to ensure appropriate safeguards are in place.

Start with a free, 15-minute introductory call to discuss your needs and see if we’re a good fit. We’ll review your situation, explain how we can help, and outline next steps if you choose to move forward.