Overview

A Daily Money Manager (DMM) helps seniors who are having difficulty managing routine financial and personal tasks. To fill a gap in existing senior services in the OKC area, we work in tandem with other professionals such as CPAs, attorneys, bankers, and financial advisors. Services include: Bill paying Bank and credit card statement reconciliation Expense analysis Organization of documents and statements Mail/access management like junk mail, spam, and unwanted calls and texts Coordination with other professional advisers Financial fraud and scam prevention and mitigation Member of the American Association of Daily Money Managers AADMM Background check cleared by Global Investigative Services, Inc.