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.
We offer services to clients seeking help with their daily finances, ranging from seniors who may be struggling with illness and/or loss of spouse to busy working professionals to adult children who might not have the time or ability to manage their aging parents’ affairs.
We can help simplify your financial life by organizing and managing your financial affairs. We can also refer you to legal, tax and/or investment professionals.
Beth Carroll, the founder of Cornerstone Money Management, LLC, started her own daily money management business after realizing the need for these services and the benefit she was able to provide to others, from her own aging parents to members of her community. She is passionate about helping others take control of their finances, simplify their lives and achieve peace of mind.
Julie Ragland, MBA, spent a corporate career as a technology specialist, a human resource expert and an office administration efficiency specialist. On the home front, she managed the financial side of her husband’s business, while raising two children and working two part-time jobs. She quickly learned that the financial side of her life needed to be streamlined if she was going to have any time to enjoy her family. So, she successfully implemented both high-tech and low-tech solutions to her financial life. She realized that many other people could benefit from what she learned, so she started Office and Financial Tranquility, LLC. She loves helping people clean up their offices and offload their financial duties to give them more time to do what they love most.
Julie holds a Bachelor’s of Science with a Math Major from Bucknell University, and an MBA from the University of Pennsylvania’s Wharton School of Business.…
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.