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.
I am a Bookkeeper certified in Xero and QuickBooks Online. I am in the process of training to be a Certified Money Guide. I worked in the medical field for 29 years so I have substantial billing knowledge with Medicare, Medicaid, Tricare, BCBS, UHC, Cigna and many other carriers. My desire is to help people gain control over their finances. I offer bank statement reconciliation, bill pay, deposits to their bank, phone calls to insurance and/or utility companies.
Company Description: Our partnership office is in Phoenix, AZ, and we support clients throughout Arizona specializing in Busy Professionals, Seniors and Disabled Clients.
Company Mission or Personal Statement of Values: We are 2 professional women who are committed to assisting the Community who would benefit from guidance or complete Daily Money Management. This means encouraging them to have the proper documents, financial information and overall plan. We will help Client’s build their organization skills so they can maintain if they would like on their own, or work together to create their documents.…
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.