By Elizabeth Edwards
In an era of increasing financial complexity, managing personal finances can become overwhelming for many individuals. Enter the daily money manager (DMM), a professional service that offers invaluable assistance in organizing and overseeing day-to-day financial matters. A DMM is a professional who handles your personal or small business daily finances and works as a member of your financial ‘team.’ We generally do not take the place of financial planners, tax accountants or CPA’s; we compliment and work with your already established team.
The American Association of Daily Money Managers (AADMM) is celebrating their 25th anniversary this year, yet many people still haven’t ever heard of the term ‘DMM’. There are actually now five total DMMs within the State of Idaho; two in northern Idaho (Coeur d’Alene area), one in Kimberly, one in Pingree, and now, one in Boise.
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Elizabeth A. Edwards, D.M.M. blackswanmoneymanagement.com blackswanidaho@gmail.com (208) 629-7220 Let’s Talk
