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.
ElderCare Resources, Inc., offers licensed and bonded professional fiduciary services to people of all ages. We can assist with daily money management, bill paying, investment planning and estate management as well as serve as power of attorney, rep payee or conservator.
Certified PDMMAlameda, California94501United StatesworkSanta Cruz, California95060USworkWork Phone:510-978-6496workEmail:INTERNETBusiness Established: January 1, 2004Business Established - Babs L. Fahrney PDMM20040101000000Member Since: September 1, 2004Member Since - Babs L. Fahrney PDMM20040901000000
People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
Small Business Owners
Bill payment services for individuals and families
Bill payment services for small businesses
Financial record management
Financial coaching or counseling
Tracking donations made to non-profits and gifts made to individuals
I have owned my own bookkeeping/money management business since 1999. I pride myself on having a reputation for integrity and consistency with a successful track record of assisting clients. I think daily money management is a very personal thing and it is important to build a relationship with clients and establish trust.
I have over 7 years of experience in the Financial Services industry working in several capacities throughout my career including investor relations, marketing, client service, administrative, and business development. The unique skill set that I’ve developed over the years has given me the ability to hone in on what a client really needs and derive a strategy to meet their specific personal financial goals.
We, at Financial Sense, pride ourselves on tailoring our Daily Money Management services to each individual client’s objectives, whether that means paying bills on time, tracking inflows & outflows, budgeting, or coming up with a viable savings strategy.
I will take care of your books so you can get back to the job of running your business and generating profits! I provide affordable and dependable bookkeeping and daily money management services to small businesses remotely in Hephzibah, Georgia and surrounding areas. My company is based on the belief that a client’s needs are of the utmost importance. I am committed to meeting those needs and welcome the opportunity to earn your trust and deliver the best bookkeeping solutions possible.
This company was established through personal experience while helping family and friends with their household and small business financial affairs. I have more than 20 years of bookkeeping experience, as well as a wealth of knowledge through education and training.
Jennifer R. Figurelli, CTFA, is a Co-Founder and Managing Director of the Firm. Previously, she was a Vice President and Senior Trust Officer with a national trust bank, and has over 18 years of experience in trust and estate administration.
A native Floridian, Jennifer has lived in Naples since 1976. Jennifer has significant experience working with individuals who are undergoing a transition, such as retirement, death of a spouse or loved one, divorce, college expense planning, and special needs situations.
Jennifer has a Bachelor of Arts degree in Business Administration from Florida Southern College and a Legal Assistants Certificate from Florida Atlantic University. She also is a graduate of the Florida Bankers Association Graduate Trust School and holds Life, Health and Variable Annuity designations. Figurelli is a licensed Investment Advisor Representative in the State of Florida (Series 65). She is a Certified Trust and Financial Advisor (CTFA) and is a Professional Daily Money Manager (PDMM).…
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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.