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