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.

    A B C D E F G H I J K L M N O P Q R S T U V W Y Z
    Photo of Caroline Ash

    Caroline Ash

    OwnerChecks & Balances
    3018 W Eastwood Avenue Chicago, Illinois 60625 United States Chicago, Illinois 60625 United StatesWork Phone: 773-588-8872Work Fax: 773-588-8872
    Clients Served
    • Busy Professionals
    • Non-profit Organizations
    • 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
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Budgeting
    • Debt reduction
    • Negotiating with creditors
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Financial fraud issues
    • Rep Payee court appointed work
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    Photo of Hilary Becker

    Hilary Becker

    President & FounderYour Money Matters LLC
    CHICAGO, Illinois 60657 USACell Phone: 917-586-0028Website: http://www.your-money-matters.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • 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
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Budgeting
    • Debt reduction
    • Negotiating with creditors
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Financial fraud issues
    • Facilitation of household payroll
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    No Image Available
    4121 Enfield Road Skokie, Illinois 60076 United StatesWork Phone: 773-715-1183
    Photo of Ifaat Bosse CPA, MBA

    Ifaat Bosse CPA, MBA

    PresidentBOTTOM LINE FINANCIAL
    Northbrook, Illinois 60062 USACell Phone: 847-987-0969Business Established: January 12, 2012Website: http://www.bottomlinefinancial.com
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • 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
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Negotiating with creditors
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Financial fraud issues
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    Photo of Andrea Brown MBA

    Andrea Brown MBA

    Founder/PresidentPay It Safe, LLC
    Timbers Edge Ln Northbrook, Illinois 60062 Cell Phone: 8477078236Website: https://payitsafellc.com/
    Clients Served
    • Adult Children
    • People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
    • Seniors and Older Adults
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Tracking donations made to non-profits and gifts made to individuals
    • Works Remotely
    No Image Available

    Barbara A. Brown

    B-Squared Financial, LLC
    PO Box 31965 Chicago, Illinois 60631 United StatesWork Phone: 773-671-9484
    No Image Available

    Philip Castagnet

    Perfect Cents
    3150 N Lake Shore Dr 9D Chicago, Illinois 60657 United StatesCell Phone: 312/593-2936
    Clients Served
    • Adult Children
    • Busy Professionals
    • High Net Worth Individuals and Families
    • 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
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Financial fraud issues
    • Tracking donations made to non-profits and gifts made to individuals
    Photo of Alisa L Castillo CFA

    Alisa L Castillo CFA

    Owner / ManagerBright Castle Financial Consulting, LLC
    171 S. Craig Pl. Lombard, Illinois 60148 USAWork Phone: 630-932-4836Business Established: May 27, 2016Website: https://officequest.wixsite.com/officequestllc/services
    Clients Served
    • Adult Children
    • 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
    Services Provided
    • Bill payment services for individuals and families
    • Bill payment services for small businesses
    • Financial record management
    • Budgeting
    • Debt reduction
    • Negotiating with creditors
    • Medical billing issues
    • Fiduciary services - including POA, Trustee
    • Assisting family members or other professional who are named as fiduciaries
    • Financial coaching or counseling
    • Works Remotely
    No Image Available

    Margaret Chizek

    Charism Eldercare Services, Inc.
    4905 Main Street Westmont, Illinois 60515 United StatesWork Phone: 630-541-3683Work Fax: 630-541-5141Website: http://www.charism.net
    Photo of Dorothy Coop

    Dorothy Coop

    Client Development ManagerThe Sprau Advocate Group, LLCWestern Suburbs
    PO Box 10787 Chicago, Illinois 60610 Work Phone: 773-458-3055
    Clients Served
    • Adult Children
    • High Net Worth Individuals and Families
    • 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
    Services Provided
    • Bill payment services for individuals and families
    • Financial record management
    • Budgeting
    • Negotiating with creditors
    • Medical billing issues
    • Assisting family members or other professional who are named as fiduciaries
    • Financial fraud issues
    • Tracking donations made to non-profits and gifts made to individuals
    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.