What is a Daily Money Manager?
A Daily Money Manager (DMM) assists by handling personal daily financial matters for those limited in ability, knowledge or time. Fiscally Balanced can take the burden of organizing financial paperwork and help with daily financial tasks by becoming your personal CFO.
Who needs a Daily Money Manager?
My clients include those experiencing life transitions such as marriage, divorce or loss of a loved one, and individuals or families wanting a different financial trajectory for their life. Additional clients include busy professionals, seniors, and those with a disability or illness.
Why is it important that you are a member of the American Association of Daily Money Managers?
As a member of the American Association of Daily Money Managers (AADMM) and Vice President of the Atlanta chapter, I must adhere to a Code Of Ethics and high Standards Of Practice along with being independently background checked every two years. The badges in the footer of this page showcase my membership to AADMM and that I have been background checked through an independent agency chosen by AADMM.
Do you replace my financial advisor, accountant, attorney or insurance agent?
These professionals play a critical role in your overall financial health. As a DMM, I complement these professionals by preparing and organizing documents and financial records so they can more effectively help with their respective specialties. I can meet with you and any professional as your liaison should you desire. I can also refer you to any of these professionals and others should you or your family need assistance beyond what my services cover.
How do you handle privacy of my personal information?
After working in the legal industry for almost 17 years, I understand the importance of handling sensitive client data and ensuring this information stays confidential. I outline confidentiality of your personal sensitive information within my Engagement Letter. Should you want me to have the ability to discuss your personal matters with anyone besides you, I require a separate authorization form to be signed so there is no ambiguity. Additionally, the Code of Ethics and Standards of Practice outlined within my membership of AADMM are well-defined about privacy and confidentiality. Lastly, my personal beliefs of “Do unto others as you would have them do unto you” makes many decisions in my business and personal life easy. In this instance, I will handle your personal matters as I would hope you would handle mine.