Get a Handle on Day-to-Day Finances A Daily Money Manager Can Help You
A new and growing professional field known as “Daily Money Manager (DMM)” is becoming common place across the country, and now is available here in the Albuquerque and Rio Rancho area represented by Financial Productivity Management.
Daily Money Managers help individuals and families with their personal financial paperwork. This may include bill paying, checkbook reconciliation; filing and organizing, budgeting financial records. This includes submitting and tracking medical insurance claims providing financial support and services or acting as a referral source for such services.
Daily Money Managers provide monthly or quarterly reports; also will visit clients in their homes. Financial Productivity Management is fully bonded.
Older adults as well as busy professionals benefit from the services provided. Daily Money Managers help older adults maintain their independence…and providing their adult children with peace of mind, knowing their parent’s financial obligations are being met.
Many professional have busy lives that leave little time for these pursuits. Daily money managers allow them more time for more productive work, by taking care of any number of personal financial obligations and paperwork tasks.
This service is now available in the Albuquerque and Rio Rancho area.