AADMM
   
American Association of Daily Money Managers

DMM Directory

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 Catterall

Owner and FounderOrder Your Life, LLC
Work 5005 Baltimore Avenue Bethesda Maryland 20816 United StatesWork Phone: 301-875-3653Website: http://www.orderyourlife.net

Biography

Photo of Ms Penny Bryant Catterall

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 QuickenMint, etc.)
  • Organizing and processing medical insurance paperwork and verifying proper processing of claims
  • Developing and maintaining lists of financial assets
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.