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.
Daily Money Whys is a Daily Money Management firm that provides core money management services as well as liaison and consulting services with other professionals such as legal, tax & investment advisors. Our client base is senior citizens and others who need help organizing, managing and executing their daily financial activities. We design services around their greatest need in order to manage their money and stay safe from defrauders. We focus on guiding our clients on organization skills and good financial management strategies while remaining in compliance with good credit techniques.
What We Do:
Ensure the well-being of our clients’ daily financial lives
Liaison with other professionals to ensure data continuity
Relieve family members of daily financial services of loved ones
Educate clients on best practices regarding data and other security measures
Who we are: Pam Adams, MBA, Principal of Daily Money Whys, is a seasoned financial executive who spent her corporate career delivering improved finance operational metrics by listening to the voice of the customer. …
Balancing Matters, LLC works with clients to help manage a variety of personal, financial, legal, and health insurance matters. Our clients are able to enjoy happier, more productive and independent lives as we customize a plan specific to your needs. We will work with you to bring clarity and order to your daily management of personal bills, budgets, and record keeping.
Kent Couch brings to the DMM profession a broad experiential background in daily money management for individuals, small business finance and bookkeeping, education, civil construction quality control, mortgage research , Christian lay ministry and Boy Scouting.
Her strong passion and commitment for helping others manage their daily finances started as a teenager and has continued to grow over the past several years. Out of this undying passion came Bills and Budgets.
Bills & Budgets is a firm that specializes in providing support to clients who may have difficulty or lack the time needed to manage their day to day personal monetary or business affairs. Our team promises to provide accurate, timely, confidential and ethical assistance to every client. Our goal is to ensure that our clients gain a sense of freedom not only as it relates to finances, but in all other areas of their lives as well.
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.