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.
Alpharetta, Georgia30009United StatesworkWork Phone:706.927.8659workEmail:INTERNETMember Since: August 11, 2017Member Since - Paula K. Canaday-Daeke20170811000000Website:http://www.fiscallybalanced.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
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
Handling personal daily financial matters for those limited in ability, knowledge or time. Fiscally Balanced can take the burden of organizing financial paperwork and help with daily financial tasks by becoming your personal CFO.
Nanette Duffey, leads the Organized Instincts team. Collectively we bring three decades of financial expertise, resourcefulness, and professional experiences to our relationship with you. In an ever-changing and complex financial environment, our team members are proactive, able to recognize and anticipate your needs, identify inventive solutions, and implement them with confidence and discretion. We work seamlessly in collaboration with your other advisors – accountants, wealth managers, attorneys, trustees, and insurance professionals – to deliver superlative service. We abide by the American Association of Daily Money Managers’ Code of Ethics.
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.