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.
I enjoy helping people with their financial matters. Some of the services I provide are bill pay, bank reconciliation, help make sense of medical bills, and watching accounts for discrepancies. I can also help set up a budget, show you how to get organized, and a schedule to pay bills on time. Whether you are need assistance with a project or an ongoing basis, I’ve got you covered. Although my client base also consists of small business owners and busy professionals, my desire to help senior citizens was what got me started in this field.
DL MoneyMatters LLC is your Money Concierge, providing personal daily money management services to individuals and their families and accounting services to small business concerns.
In working with individuals, we are your personal financial gatekeeper, assisting to manage your day-to-day financial affairs. Our services address our client’s personal financial needs and create peace of mind bills are paid on time, assets are safeguarded and personal records are in order.
Our services meet a continuum of needs to help with an individual or family plan to maintain their personal independence, from bill-paying and maintaining bank accounts, to organizing and keeping track of financial, legal, tax and medical insurance records.
Our small business accounting services include accounting services for online bill pay, monthly write up, business planning and cash forecasting.
Diana Louiso, led by a passion to serve our aging community members, founded DL MoneyMatters in 2011. She is a Certified Senior Advisor which provides her with an increased understanding and appreciation of the challenges faced by our aging population. …
DL MoneyMatters is your Money Concierge. Providing daily money management services, we are your personal financial gatekeeper, delivering services to our clients that best meet their personal monetary needs. Our services give individuals and families the financial information they need to make informed decisions and peace of mind that assets are safeguarded.
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.