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.
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Cindy Beaulieu
Helping Hands Daily Money ManagementClients Served
- Busy Professionals
- People with disabilities, chronic illness, including mental illness
- Seniors and Older Adults
- Small Business Owners
Services Provided
- Bill payment services for individuals and families
- Bill payment services for small businesses
- Budgeting
- Medical billing issues
- Assisting family members or other professional who are named as fiduciaries
- Works Remotely
Certified PDMM 
PO Box 7158 Albuquerque, New Mexico 87194 United StatesWork Phone: 505-375-1403Cell Phone: 505-730-2140Email: Business Established: November 1, 2012Member Since: November 9, 2012Website: http://www.checksandbalances4u.com
PO Box 7158 Albuquerque, New Mexico 87194 United StatesWork Phone: 505-375-1403Cell Phone: 505-730-2140Email: Business Established: November 1, 2012Member Since: November 9, 2012Website: http://www.checksandbalances4u.comClients Served
- Adult Children
- Busy Professionals
- High Net Worth Individuals and Families
- 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
- Medical billing issues
- Assisting family members or other professional who are named as fiduciaries
- Notary services
- Facilitation of household payroll
- Tracking donations made to non-profits and gifts made to individuals
- Works Remotely
Terry Lee Morris
ElderWise, LLCNo Image Available
Clients Served
- 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
- Fiduciary services - including POA, Trustee
- 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
Sammie Sanchez-Davis
Checks and Balances for You, LLCClients Served
- Adult Children
- Busy Professionals
- High Net Worth Individuals and Families
- Military Personnel and Veterans
- 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
- Medical billing issues
- Assisting family members or other professional who are named as fiduciaries
- Financial coaching or counseling
- Financial fraud issues
- Notary services
- Facilitation of household payroll
- Works Remotely
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Clients Served
- People with disabilities, chronic illness, including mental illness
Services Provided
- Rep Payee court appointed work