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.
PO Box 944Menlo Park, California94026United StatesworkWork Phone:650-464-4330workEmail:INTERNETBusiness Established: January 20, 2014Business Established - Debbie Verity20140120000000Member Since: January 20, 2014Member Since - Debbie Verity20140120000000Website:http://www.veritymm.com
People with disabilities, chronic illness, including mental illness
Seniors and Older Adults
Bill payment services for individuals and families
Financial record management
Negotiating with creditors
Medical billing issues
Assisting family members or other professional who are named as fiduciaries
Financial coaching or counseling
Financial fraud issues
Facilitation of household payroll
Tracking donations made to non-profits and gifts made to individuals
As a Daily Money Manager, I am passionate about using my financial skills to help our most vulnerable adults – seniors and people with disabilities. My goal is to help you maintain your independence as long as possible by helping you manage your finances when it becomes too much of a burden for you to do so. I can help whether your needs are simple (such as needing me to set up a financial software program and train you to use it) or complex (monitoring multiple accounts, sources of income, payments, and medical billing issues).
I hold a Certificate in Gerontology after having completed a two-year course of study on the challenges of seniors and aging. This education, combined with ten years of corporate credit management and banking experience and twelve years of direct experience helping seniors with personal finances, provides a solid foundation for my business.
As a seasoned DAILY MONEY MANAGER and BOOKKEEPER, I provide assistance to individuals/couples and small businesses who have difficulty managing their personal and/or business day-to-day financial affairs. I specialize in working with senior citizens who have health concerns that prevent them from keeping current with their finances; my background in Mental Health allows me to provide a personalized approach to accommodate just about any situation (e.g., anxiety, depression, etc.). I also work with professionals who want time to enjoy other pursuits. (Family members of seniors are always welcome to be included in the process, if desired.)
My background includes 30+ years of working in the Financial field, the Medical Insurance field and the Mental Health field. This wealth of experience provides me with a broad range of knowledge and skills.
My #1 priority is eliminating financial chaos and bringing peace of mind to my clients. Feel free to contact me at 774 719 2004.
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.