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.
After close to two decades in the financial services industry, serving as a financial advisor to high net worth individuals and their families, I made the decision to pursue a career as a Daily Money Manager. In 2012, my mother was diagnosed with ALS. For the following 5 years, I managed my mother’s financial, legal and medical needs. The coordination and continuity that is required to care for an individual who is physically and financially dependent is quite daunting. To provide relief, to advocate, to ease the burden on family members requires professional homecare navigation. With experience in all facets of logistics and financial planning, I am skilled in the following:
Coordination between financial, accounting and legal professionals
Monitoring financial statements and insurance policies
Coordination of home healthcare services including fee negotiation
In addition to my BA in Economics, I received a Financial Planning certificate from the College of Financial Planning at Fairleigh Dickinson University.…
Certified PDMM2201 N. Lakewood Blvd., Suite D680Long Beach, California90815United StatesworkWork Phone:562-961-1975workWork Fax:562-961-3715workfaxEmail:INTERNETBusiness Established: December 8, 2002Business Established - Ann M. Negendank PDMM, CPO, MBA20021208000000Member Since: February 27, 2010Member Since - Ann M. Negendank PDMM, CPO, MBA20100227000000Website:http://www.sensiblespace.org
High Net Worth Individuals and Families
Small Business Owners
Bill payment services for individuals and families
Bill payment services for small businesses
Financial record management
Tracking donations made to non-profits and gifts made to individuals
Following many years of success in the public sector, Ann left municipal government to launch her business. That effort quickly lead to a focus on financial organizing, addressing the demand for daily money management services. Fifteen years later, her company provides a full range of daily money management and organizing services for a wide array of clients. Ann leads a team of versatile and hard-working individuals who share values of service and effectiveness.
Based in Southern California, Sensible Space ® Organizing Services has a client base that extends to Texas, Colorado, and the Pacific Northwest.
Ann holds an undergraduate degree from the University of California, Berkeley and MBA from California State University, Long Beach.
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