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.
9232 E. Parkhill Dr.Bethesda, Maryland20814United StatesworkWork Phone:301-580-6895workEmail:INTERNETBusiness Established: March 31, 2004Business Established - Jackie Kelley20040331000000Website:http://www.clearinghousenow.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
Financial record management
Assisting family members or other professional who are named as fiduciaries
Tracking donations made to non-profits and gifts made to individuals
Clearing House owner Jackie Kelley specializes in home office organizing, digital and paper management, financial organizing and daily money management. If you or a family member are struggling to maintain paper or electronic organizing systems in your home office, have difficulty tracking financial accounts and paying bills, or need new routines to tackle tasks, time and paper – we can help!
Lisa is passionate about helping people find peace in managing their day to day finances. She is a Ramsey Solutions Master Financial Coach and a member of the American Association of Daily Money Managers.
She has a bachelor degree in psychology, a master of social work, a license in clinical social work, and a master of business administration degree.
Lisa is married with two children and lives in Zionsville, IN. She is a member and volunteer at Traders Point Christian Church.
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