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.
For seniors and their families who need assistance with day-to-day finances, Senior Advisory Services PLLC is a specialized accounting firm that provides the security of trustworthy, knowledgable and personalized services.Unlike a trustee or conservator, Senior Advisory Services PLLC offers a way to keep seniors safe from financial exploitation and misstep without giving up control or independence.
Our services are provided in the seniors’ own home, assisted living, or skilled nursing facility, keeping their physical and cognitive challenges in mind. Our goal is protect seniors and give peace of mind while helping them maintain their independence and dignity.
Each client receives a plan customized to fit individual needs. It may include simple bill paying and daily money management to more complex services such as trust work, financial consultation and tax planning.We also work with family members who need assistance with conservatorship accounting or estate and trust work.
With 18 years’ experience in bookkeeping, payrolls and financial consulting to small and medium businesses in the Portland metro area, I have also helped business owners and their families with personal financial issues and questions. I have also helped protect my aging father from financial abuses over recent years and gained a perspective into aging and the risks to one’s assets that can arise with illness. I have owned and operated my business bookkeeping business since 2010, and it made sense to expand into daily money management as I see a true need around me.
I am ready to assist a broad span of clients-
Busy families with varied accounts, assets. and financial goals to balance with work, children and their activities
Older clients who can retain independence if they just have some help staying organized with their finances
Professionals who are simply to busy to monitor their accounts or keep track of financial documents for tax preparation and other needs.…
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.