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.
Since 1991, IKOR has helped individuals and families manage the various activities of life made complicated by age, cognitive decline, illness or injury. We assess, plan and coordinate across a wide range of needs, ensuring our client’s medical, financial, emotional and environmental needs are met. IKOR offices are independently owned and operated with support from the IKOR Corporate office for business management, training and the implementation of best practices. The combination of local owners and national support provides an unmatched level of knowledge, expertise, and reliability. For more information, visithttps://ikorglobal.com/.
Balance Life Design offers daily money management services to the Omaha, NE/Council Bluffs, IA metro area. We also provide remote services to clients across the country. Seven of Colleen’s most recent professional years were as an Executive Assistant. Her strengths include attention to detail, organization, and process improvement. She lives and breathes excellent customer service, loyalty, and discretion both professionally and personally. It is Balance Life Design’s mission to help others create time in life to foster all relationships including self-care. Colleen is looking forward to highlighting her strengths with Balance Life Design while working towards this mission.
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.