Daily Money Management & Financial Concierge Services

A Daily Money Manager (DMM) is a financial professional who provides personal financial services to individuals, families and estates and who manages personal finances and daily money matters centered around money coming into the household (or estate) and money or other assets being liquidated and going out. 

Our DMMs provide valuable financial services to our clients such as: creating and managing budgets, paying bills, creating and maintaining personal financial statements, providing financial oversight and potential fraud detection, organizing and maintaining financial, estate and tax records. 

Additional DMM services include preparation of payroll checks for home employees, reviewing medical bills and verifying proper processing of insurance claims. And more...

We also provide estate administration assistance to trustees, successor trustees, executor/personal representatives, and conservators. 

Our clients include individuals and families going through life transitions due to aging, divorce, disability, illness or death. We also work with busy professionals, business owners and active retirees who frequently travel or maintain multiple households and more...

Contact us today for a free consultation

MMI's Financial Concierge Program goes above and beyond our standard suite of daily money management services. 

Our experienced Financial Concierge DMMs (FC/DMM) serve as a client's personal Chief Financial Officer. In addition to assisting clients with the day-to-day money management chores, we also proactively provide insightful, high-touch and skillful coordination of the client's professional service providers to help both client and their professionals to develop and maintain a comprehensive "big picture" financial game plan to ensure that their overall financial and legacy objectives in life are achieved.

Our FC/DMM doesn't replace a client's existing team of advisors; rather, we work closely with both client and advisors and oversee client follow through, record keeping and proper communication with the rest of the professional team and/or family members as needed. 

We provide our clients with valuable peace of mind that comes from knowing that they have a single point of contact responsible for properly monitoring and coordinating all aspects of their financial life.

We maintain strong, life-long relationships with our clients, their families & advisors. These relationships are built on trust and respect. 

Contact us today for a free consultation