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What Is a Financial Organizer aka Daily Money Manager?

Updated: Mar 31, 2021

The American Association of Daily Money Managers (AADMM) – of which I am a proud member – defines a Daily Money Manager (DMM) as a financial professional who provides personal financial services to individuals, families and even small businesses and other organizations, and who manages daily month matters such as bills, budgets, record keeping, and much more.

What does a Daily Money Manager Do?

I help my clients with a variety of tasks, customized to their particular circumstances and needs. I provide these financial organizing services right in your own home or office, conveniently and confidentially:

  • Bill Payment & Management

  • Budget & Expense Tracking

  • Document & Tax organization

  • Estate & Insurance Management

  • Custom Services

  • Notary Services

Who Can Benefit from Financial Organizing Services?

Thanks to busy lives, increasing technology and a seemingly unending amount of paperwork and information, managing everyday financial matters such as bill paying, record keeping, insurance, estate planning, taxes and more can be completely overwhelming - especially for people like my clients who fall into these groups:

  • Aging seniors

  • The adult children of aging seniors

  • High net worth individuals

  • Someone who has recently lost a spouse or partner

  • Someone with health problems

  • Busy professionals juggling jobs, home and children

  • Small organizations without staff or volunteers with the expertise to manage these important matters.

As a professional Daily Money Manager, I am passionate about helping clients who feel stressed and overwhelmed managing their personal financial matters, or who are simply too busy to handle it all.

If you or a loved one falls into any of these categories, gain peace of mind about your financial wellbeing with C. Dolan & Associates. Schedule your free, no-obligation consultation to learn more about how we can help.


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