What is a Daily Money Manager?

A Daily Money Manager (DMM) helps to bring clarity and order to an individual’s management of bills, budgets, and organization of household paperwork. A DMM assists clients with bill paying, balancing their checkbook, banking, budgeting, medical and insurance paperwork, organizing records, statements and receipts, and providing referrals to local professional and social services.

A Daily Money Manager compliments the work of other professionals, such as accountants, lawyers, financial advisors, tax preparers and social services. They facilitate the completion of the day-to-day tasks rather than determining long-term financial plans.

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