While we encourage you to read through our About page, here are a few quick answers to the most common questions about working with a Daily Money Manager (DMM).
1. What are the benefits of working with a Daily Money Manager?
While there are many ways a DMM can help depending on your personal needs, there are a few primary benefits you can expect.
First, a DMM can save you money by analyzing and tracking expenses, keeping your accounts up-to-date and balanced, and making sure you don’t have to deal with late fees or overdraft charges. Second, your DMM will keep your paperwork organized and keep track of deadlines, making sure important tasks are completed on time and without errors or omissions. Finally, your DMM will support you in the tasks you choose to do yourself. Whether you need help filling out paperwork properly, making sure you understand important documents, or just navigating online resources, you can be confident that we will ensure your success.
2. How do I know a DMM is trustworthy?
It is sad but true that we all need to be careful when it comes to trusting others to do what’s right – especially when it comes to money matters! Make sure your DMM is a member of the American Association of Daily Money Managers. All members of the AADMM must pass a thorough background check, adhere to high standards of practice and a strict code of ethics, and participate in ongoing training and education.
Click the link for more information on the AADMM Code of Ethics.
3. How do I get started with a DMM?
Well that part is easy – just give us a call at 410-807-2090 or send us a message. We will get back to you promptly to discuss your needs and how we can help.