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.
Balancing Matters, LLC works with clients to help manage a variety of personal, financial, legal, and health insurance matters. Our clients are able to enjoy happier, more productive and independent lives as we customize a plan specific to your needs. We will work with you to bring clarity and order to your daily management of personal bills, budgets, and record keeping.
229 North Church Street#200Charlotte, North Carolina28202USwork724 Pompano RoadSaint Helena Island, South Carolina29920USwork , AlabamaworkWork Phone:704 997 3550workWork Fax:704 748 0055workfaxEmail:INTERNETBusiness Established: November 12, 2018Business Established - Laura Furgeson20181112000000Website:http://www.officeinorder.com
High Net Worth Individuals and Families
Military Personnel and Veterans
People with disabilities, chronic illness, including mental illness
People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
Seniors and Older Adults
Small Business Owners
Bill payment services for individuals and families
Bill payment services for small businesses
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
Office in Order creates and establishes FORM(Financial Organization, Reporting, and Maintenance) for clients daily monetary affairs. Office in Order serves busy professionals, seniors, wealthy individuals with complex lives, small business owners, and others who may need additional support in their home office and demand the highest level of privacy and confidentiality. Laura Furgeson, the owner, can work independently or collaboratively for clients and remotely or on site as needed. Laura Furgeson is a strong intermediary between clients and their financial advisors, family members, and others who may be involved in a client’s daily financial matters. Laura Furgeson holds a BS degree in accounting and has extensive experience in Private, Commercial, Loan Administration, Small Business Banking and Retail Banking over her previous career.
Nancy Goldfarb and Associates, specializing in Daily Money Management, work with clients on a one-to-one basis, placing the highest value in trust and sincerity. Our three “Cs” of business conduct are Compassionate, Clarity, and Competence. We provide daily money management and CPA services. The firm is located in Fort Lee, NJ – serving NY and NJ.
For individuals and families unable or unwilling to manage their finances, perhaps due to time limitations. We can provide peace of mind with bill payment services and organization of your finances. We maintain the bank accounts – bank reconciliations, checkbook balancing; handling correspondence, record keeping, and tax planning.
We may be as involved as you would like us to be – advising you on simple matters to complete daily money management services. You should seek supportive caring services. We provide professional convenient services – we travel to our clients. We organize your finances to develop a plan to preserve your assets as long as possible while still paying for your daily needs.…
We Are Changing Home Care Through Kindness More than anything, how we treat each other is what matters the most. At Care Indeed, kindness is a workplace policy. Kindness is having a deep understanding of what our clients need: the need to be cared for with love and compassion. Kindness is knowing what our caregivers want: a workplace where they can continue to grow and be treated like family. This is how we make a difference, one client at a time, one caregiver at a time.
Why we’re good at what we do. The key to our success is hiring home care professionals who share our commitment to provide the best possible care. We”re in this together. Meet our team!
Deborah Gussoff of In Order, Inc. has been helping clients organize all aspects of their lives since 1994. She holds an MBA from New York University, and is a member of the Inaugural Class of Certified Professional Organizers (2007). Deborah serves on the Board of the NY Chapter of the National Association of Productivity and Organizing Professionals (NAPO).
Judy Heft is your personal CFO, life advocate, and wellspring of financial wisdom—whether you are a busy parent, young person struggling with student loans, or a high-net worth philanthropist.
With a background in small business, bookkeeping and advocating for older Americans, Judy’s utmost concern is confidentiality and information security. Judy combines extensive business management experience with a strong sense of caring for each of her clients. In her more than two decades of experience in the retail industry, she developed broad-based abilities to handle a wide range of financial matters. Judy has owned conventional and Internet-based retail businesses, where she was responsible for daily operations and management, purchasing, sales, accounts payable and receivable, and personnel.
The skills Judy brings to each client are on tap for any situation. In the 20 years since Judith Heft & Associates was founded, Judy has seen it all; from less-than-honorable people insinuating themselves into the wills of older Americans, to resolving identity theft—and educating her clients on how to avoid it again in the future.…
Since 1991, IKOR has helped individuals and families manage the various activities of life made complicated by age, cognitive decline, illness or injury. We assess, plan and coordinate across a wide range of needs, ensuring our client’s medical, financial, emotional and environmental needs are met. IKOR offices are independently owned and operated with support from the IKOR Corporate office for business management, training and the implementation of best practices. The combination of local owners and national support provides an unmatched level of knowledge, expertise, and reliability. For more information, visithttps://ikorglobal.com/.
We are the leading boutique financial firm in the Triangle. Big firm functionality and experience with a small company feel. We are equipped to handle most any financial situation you find yourself in.
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.