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.
Ms Penny Bryant CatterallOwner and FounderOrder Your Life, LLC
Order Your Life Founder Penny Catterall and the Order Your Life team help busy professionals, seniors, and small business owners become and stay financially organized. We bring years of trusted professional organizing, banking and actuarial experience into helping you keep track of your money and bills, either for you or a family member.
Working side-by-side with you or remotely, Order Your Life meets our client’s needs with a variety of money management services. They include:
- Receiving, processing and paying bills, including calls to payees regarding incorrect bills and preparation of checks for client signature
- Reconciling banking accounts and investment statements
- Setting up and maintaining personal finance and money management tools (such as Quicken, Mint, etc.)
- Organizing and processing medical insurance paperwork and verifying proper processing of claims
- Developing and maintaining lists of financial assets