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.
After 20+ years in management, I decided to use my experience with assisting others in their day-to-day responsibilities of paying bills, organizing files, budgeting, preparation of tax information and whatever else is necessary to make their lives carefree. I am proficient with Quicken. Whenever there is a challenge, I can use my many resources for assistance. I have been an active daily money manager since 1996.
Hilary is the president and founder of Your Money Matters. She started YMM with the sole goal of bringing clarity and order to the financial life of her clients so that they can relax and feel confident that their daily finances are under control.
Before starting YMM, Hilary worked for over twenty years in large, international, corporate law firms, primarily in New York in business management roles. She also spent five years working overseas in Hong Kong, Hanoi and Brussels.
Hilary was born and raised in the Philadelphia suburbs. She attended Fordham University in the Bronx and graduated in 1988 with a Bachelor of Arts in philosophy.
She currently lives in Chicago with her husband and two children.
She is a member of the American Association of Daily Money Managers.
Founder Ifaat Bosse received her undergraduate degree in Accountancy from the University of Illinois in Urbana and her MBA from DePaul in Chicago. She is a CPA and started Bottom Line Financial in 2012. The firm’s mission is to assist individuals in completing their financial and administrative obligations. We help in areas such as bill payment, banking, budgeting, tax record organization, long term care reimbursement and vendor interaction. Engagements are designed to meet the needs of individual clients. Sometimes engagements are short term; other times, our clients request routine home visits. We welcome the opportunity to work with you.
With nearly 20 years of experience in the financial services industry, I bring a highly professional approach to my role as Daily Money Manager. My background in finance combined with broad insight into our healthcare system provides me with a unique perspective. I am responsible for daily money management in my own home, provided these services to my mother when she could no longer manage them on her own and I bring the same degree of professionalism, experience and compassion to my clients – both individuals and small businesses.
I have an undergraduate degree from Brown University and an MBA from The Kellogg School of Management at Northwestern University. I have lived on the North Shore for over 20 years and have developed many close bonds in the community.
I am a member of the American Association of Daily Money Managers, The DBR Chamber of Commerce and Trusted Advisors Group. I have held volunteer positions at The Weinberg Community for Senior Living, Brown Alumni Association, Kellogg Alumni Association, Deerfield High School Booster Club and Deerfield High School Parent Committee.
The idea for Perfect Cents developed after assisting several family members with a variety of money-related services, as well as Social Security and Medicare. Providing this help made me realize the value and peace of mind it provided.
Each person’s circumstance is unique. After an initial consultation, my goal is to arrive at a mutually convenient set of services to facilitate an easier financial lifestyle for you.
I have a Business Administration degree and more than 35 years’ experience in the insurance industry. I’m currently the treasurer of the condominium association where I reside.
We assist individuals with the financial details of their lives, in a professional, ethical & caring way. We realize anyone can find themselves needing help on a regular basis to ensure they can remain independent, have extra time, or needing to relieve the stress of inter-family financial issues. That is exactly why we are here; to take that burden from you with high quality accuracy, complete confidentiality, high level personal information security, and tailored professional service.
Monitor receipt of entitled income. Assemble documents for tax preparation.
Ensure expenses paid on time. Aid in deciphering medical expense documents.
Maintain organized financial records. Discuss and prepare correspondence with service providers.
Develop budgeting strategies. Assist in locating and selecting other needed service providers.
Scrutinize personal financial statements, to detect errors, security breaches, financial abuse or fraud. Other mutually agreed upon undertakings.
Assist and follow up to make sure above errors are corrected. Provide needed delivery of time sensitive financial items.…
In business since 2003, we have grown to a group of 11 professionals who work throughout Chicago, the north and western suburbs. Our Client Advocates are well educated, professional and most have a strong background in financial services. We provide customized in home household and daily money management for changing families. We strategize for efficiency while working within clients existing systems. We are proud that throughout the years our clients and their families comment on our blend of professionalism, resourcefulness, efficiency and compassion. Our focus is on keeping our clients in control and independent. We encourage you to take a look at our web site to learn more about our team of professionals: http://sprauag.com/meet-our-team/
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.