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.
ElderCare Resources, Inc., offers licensed and bonded professional fiduciary services to people of all ages. We can assist with daily money management, bill paying, investment planning and estate management as well as serve as power of attorney, rep payee or conservator.
Lisa Smith practiced law in California for 15 years before moving to Portland, Oregon in 2005. Lisa works with attorneys, investment advisors, accountants, fiduciaries, and healthcare providers in providing service tailored to her clients’ needs. From simple account reconciliation and bill paying organization to full administration of trusts and estates to professional referrals, Lisa provides efficient expertise and thoughtful guidance.
PO Box 1009Winchester, Oregon97495United StatesworkWork Phone:541-580-0015workWork Fax:541-672-8490workfaxEmail:INTERNETBusiness Established: April 1, 2009Business Established - CarolLyn Williams20090401000000
Military Personnel and Veterans
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
Rep Payee court appointed work
Tracking donations made to non-profits and gifts made to individuals
I am mostly retired, but keep my AADMM membership current. Still have a few clients. I’m willing to help/take on new clients occasionally, depending on circumstances. I’m happy to answer questions about my business or fiduciary work in general. email or phone (leave message)
With 18 years’ experience in bookkeeping, payrolls and financial consulting to small and medium businesses in the Portland metro area, I have also helped business owners and their families with personal financial issues and questions. I have also helped protect my aging father from financial abuses over recent years and gained a perspective into aging and the risks to one’s assets that can arise with illness. I have owned and operated my business bookkeeping business since 2010, and it made sense to expand into daily money management as I see a true need around me.
I am ready to assist a broad span of clients-
Busy families with varied accounts, assets. and financial goals to balance with work, children and their activities
Older clients who can retain independence if they just have some help staying organized with their finances
Professionals who are simply to busy to monitor their accounts or keep track of financial documents for tax preparation and other needs.…
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.