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We are your place for Program Management, Budgeting, Agile Coaching, Medical Chart Audits, and Accounting
Who we help
Who we help
• Busy Professionals/Executives
• High Net Worth Individuals and Families
• Military Personnel and Veterans
• Non-profit Organizations
• 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 Adult Children
• Business Owners
• The stay at home Mom or Dad that needs just a few extra
hours every so often
We understand
We understand
The involvement of an outsider in personal financial affairs may be too intimidating for some, but most clients find that once they have established a relationship with their DMM, they don’t know how they managed without one. A DMM is to a private individual what a Bookkeeper is to a business. As the American population continues to change in both age and lifestyle, Daily Money Management services are becoming a mainstay.
What to expect at the free consult
What to expect at the free consult
We may get into other unrelated conversation during this meeting because well, I am friendly. Please run the meeting as you feel comfortable with. References are available upon request.