AADMM does not endorse nor guarantee the services of any member listed in the "DMM Directory" section. However, all current AADMM members listed below have signed a Code of Ethics. We always encourage consumers to interview and ask for client or personal references before commencing services from a DMM. Be sure to review our list of questions to ask before hiring a DMM.
JFS provides Daily Money Management for individuals and families who need assistance with their daily expenses, as well as those with busy lives who prefer to have someone else manage their household expenses. We offer in-home services and remote services done in the office. JFS is an accredited non-profit agency with the ability provide a wide array of services designed to support individuals and families through programs administered by a professional staff.
Her strong passion and commitment for helping others manage their daily finances started as a teenager and has continued to grow over the past several years. Out of this undying passion came Bills and Budgets.
Bills & Budgets is a firm that specializes in providing support to clients who may have difficulty or lack the time needed to manage their day to day personal monetary or business affairs. Our team promises to provide accurate, timely, confidential and ethical assistance to every client. Our goal is to ensure that our clients gain a sense of freedom not only as it relates to finances, but in all other areas of their lives as well.
Cari is a Financial Organizer, which includes Daily Money Management and Small Business Bookkeeping services. Cari is also a Certified QuickBooks Online Pro. As a former Theatrical Stage Manager and TV News Associate Director, as well as a Professional Organizer, Cari has the skills to manage lots of information and paperwork, and she is very detail oriented. She can work remotely, or come to you in the NE Areas of L.A. and the San Gabriel Valley.
There For You LLC helps older adults make sense out of their mail so costly mistakes are avoided and real, accurate bills are paid on time. Services are provided within the older adults home throughout all of Ocean and Monmouth County, New Jersey. Here is what we do:
– Set-up an organized system for managing incoming mail and paying bills.
– Sort and organize mail (bills vs. charitable donations vs. junk mail)
– Assist by preparing checks for signature.
– Place calls to vendors to obtain clarification.
– Review and reconcile bank statements.
– Assist with filling out forms and paperwork.
– Get everything in the mail with return address and appropriate postage.
Financial advice in not available or provided with this service.
Personal Daily Money Management was developed to assist people with their day-to-day financial responsibilities. I recognize that times have changed and the frustration associated with the tasks involving our financial lives is growing. If you are an active senior, busy executive, active duty military, or international traveler, I can reduce your to-do-list.
Personal Daily Money Management will allow you to stay in control and on course. Whether you want to spend more time enjoying the life you’ve worked hard to build or unforeseen life events have removed your support system, I can help.
We are licensed and insured so you can have peace of mind. I look forward to meeting you!
7474 N. Figueroa St #125Los Angeles, California90041United StatesworkPasadena, California91103workCell Phone:8185547783cellEmail:INTERNETBusiness Established: January 17, 1980Business Established - Ms Theresa Deliberto NCG19800117000000Website:http://www.recordsorg.com
High Net Worth Individuals and Families
People with disabilities, chronic illness, including mental illness
People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
Seniors and Older Adults
Small Business Owners
Bill payment services for individuals and families
Bill payment services for small businesses
Financial record management
Medical billing issues
Fiduciary services - including POA, Trustee
Assisting family members or other professional who are named as fiduciaries
Financial fraud issues
Rep Payee court appointed work
Facilitation of household payroll
Tracking donations made to non-profits and gifts made to individuals
Family Records Managements offers a full range of financial services, including; organizing tax records, balancing checkbooks, paying bills and filing Medicare or insurance claims. FRM works with their client’s CPAs, attorneys, and financial advisors to ensure timely, efficient and comprehensive service. We also perform all required legal and reporting for fiduciaries and trustees.Our mission is to assist businesses with daily cash management, bookkeeping, financial analysis, and strategic planning. All small businesses require adequate financial oversight to grow and succeed at every level. Call us today to find out how we can help. Theresa began her career in the Care Industry out of a labor of love, when one of her closest friends became ill and was in need of an advocate for her wellbeing, her finances and eventually her estate. As a result, Theresa started Just Like Family, Inc. in 2006.
Using her business mind and experience, Theresa advocates for people when they can no longer advocate for themselves.…
The information presented here is not intended to substitute for legal, accounting, tax or other professional advice. Probate and contract law varies form state to state. All members are advised to obtain advice from professionals in his/her own state. Any information and reference materials recommended by other members should not be relied upon as being comprehensive or error free. Any legal documents shared by members should be reviewed by an attorney in the member's home state.
The user assumes all responsibility and risk for the use of this website. Under no circumstances shall the American Association of Daily Money Manager (AADMM), its board members, or management team be liable for any direct or indirect damages that result from the use of information posted on the website. Reference to any products of services are for convenience only and do not constitute an endorsement of AADMM.