In an era of increasing financial complexity, managing personal finances can become overwhelming for many individuals. Enter the daily money manager (DMM), a professional service that offers invaluable assistance in organizing and overseeing day-to-day financial matters. A DMM is a professional who handles your personal or small business daily finances and works as a member of your financial ‘team.’ We generally do not take the place of financial planners, tax accountants or CPA’s; we compliment and work with your already established team.