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.
Lauren joined Help Unlimited in 2014 after working for a non-profit which provided grants to over 50 charities. Prior to taking time off to be a full time mother to 3 children, Lauren was the Sr. Product Manager and Asst. Vice President of the largest bank in Arizona (at the time), where she was in charge of marketing for over 500,000 checking accounts and development of special programs targeted to senior citizens. She is a 1981 graduate of State University of NY at Albany. Lauren also volunteered at a local nursing home for 2 years.
Order Your Life Founder Penny Catterall and the Order Your Life team help busy professionals, seniors, and small business owners become and stay financially organized. We bring years of trusted professional organizing, banking and actuarial experience into helping you keep track of your money and bills, either for you or a family member.
Working side-by-side with you or remotely, Order Your Life meets our client’s needs with a variety of money management services. They include:
Receiving, processing and paying bills, including calls to payees regarding incorrect bills and preparation of checks for client signature
Reconciling banking accounts and investment statements
Setting up and maintaining personal finance and money management tools (such as Quicken, Mint, etc.)
Organizing and processing medical insurance paperwork and verifying proper processing of claims
Developing and maintaining lists of financial assets
My Confidant, Inc. Organizing Solutions a Comprehensive Paper Organizing & Daily Money Management Company focusing on helping individuals from the very busy professional to seniors by coming into their homes or offices to eliminate the piles of papers from their desk or dining room table. Since opening my business in 2002 I have been able to help many with creating a clear filing system, bill paying, balancing the checkbook, setting up Quicken or QuickBooks, and filing insurance claims. Many of my clients also have benefited from the Family Resource book I have created over 16 years ago, called a “LifeBook”, which essentially is a road map of the family’s assets and liabilities, with the goal of eliminating a “Scavenger Hunt” in the time of crises. Many have already experienced firsthand the benefit of this book while in the midst of a life changing event.
Amanda and her husband, Chris, assumed ownership of Help Unlimited, Inc. in 2010 from Amanda’s mother, Roberta. Amanda has been a daily money manager since 2001 and has worked diligently on her clients’ behalf, learning the DMM trade directly from one of its pioneers– her mother Roberta Gosier. Amanda (aka “Mandy”) is particularly adept at prioritizing tasks and bringing order to the lives of overwhelmed individuals by defining a plan of action.
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.