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.
98 Stan Cilley RoadLincolnville, Maine04849United StatesworkWork Phone:207-763-2703workEmail:INTERNETBusiness Established: December 31, 2019Business Established - Susan Fockler20191231000000Website:http://www.peaceofmindmoneymanagers.com
98 Stan Cilley RoadLincolnville, Maine04849USAworkWork Phone:207-763-2703workEmail:INTERNETBusiness Established: December 31, 2019Business Established - Susan Fockler20191231000000Website:http://wwww.pommm.com
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
Bill payment services for individuals and families
Financial record management
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
Financial fraud issues
Rep Payee court appointed work
Tracking donations made to non-profits and gifts made to individuals
Susan spent most of her career in the hotel consulting, quality assurance, and magazine advertising industries. She has been self-employed for over 20 years and has handled the financial and organizational administration of her own Hotel & Restaurant Hospitality consulting firm, as well as her late husband’s Penn Brown & Associates magazine advertising representative business.
The idea of providing daily money management services came to Susan in 2010 when she was handling her sister’s financial affairs during the last seven weeks of her life and then served as the executor of her estate. Susan wondered how individuals who were vulnerable due to physical or mental limitations coped when they were unable to pay their own bills, reconcile their bank statements, etc. If a trusted and experienced relative or friend was not available, where did these individuals turn?
A discussion with her long-time tax accountant spurred Susan to do some online research, where she found the American Association of Daily Money Managers (AADMM). …
LTG provides individualized assistance with personal financial matters, including billing, insurance, gathering of tax information, paperwork management, banking, and organization of essential estate, financial, and medical documents. I can work closely with your accountant, CFA, and attorney to ensure the clear communication that promotes financial independence. LTG serves as a resource to seniors, adult children, and busy professionals.
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.