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.
Marianne K. Maguire, owner of Guiding Sense Solutions, graduated from La Salle University, (Philadelphia, PA), with a BA in Psychology. Prior to moving with her family to St. Augustine, FL in 2000, she worked as a Certified Social Worker in Atlantic City, NJ, teaching budgeting, meal planning & life management skills to individuals and families in need. Complementing her counseling experience, Marianne has spent over 25 years working with individuals researching genealogy, both personally & professionally; learning the dynamics of family along the way. After a number of years working as a bookkeeper, Marianne became a licensed Enrolled Agent, earning her the privilege to represent taxpayers before the IRS. In addition, she is a designated Ramsey Solutions Master Financial Coach as well as a Certified Senior Advisor (CSA)®.
Susie Marbury, the founder and owner of Checks & Balances for You, has had a varied career. In addition to working for over 30 years as a computer professional, she has also owned her own businesses and kept the books for her companies, as well as for others. For the last seven years of her previous career she worked for the State of New Mexico, initiating policies and administering programs that saved tax payers money on utility bills and provided more healthy and comfortable buildings. She was responsible for managing and reporting on a $32 million federal grant the state received to improve public buildings. During that time Susie received appreciations from the New Mexico Manufactured Housing Association and the New Mexico Home Builders Association for her collaborative spirit.
PO Box 25Basking Ridge, New Jersey07920United StatesworkWork Phone:908-672-6471workEmail:INTERNETBusiness Established: January 1, 2007Business Established - Alix Marsters RN, Notary20070101000000Website:http://www.athomemanagementllc.com
High Net Worth Individuals and Families
Military Personnel and Veterans
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
Negotiating with creditors
Medical billing issues
Fiduciary services - including POA, Trustee
Assisting family members or other professional who are named as fiduciaries
Facilitation of household payroll
Tracking donations made to non-profits and gifts made to individuals
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.