Services
Services provided depending on client need. However, the scope of a DMMs work generally includes the following:
Bill-paying, including calls to payees regarding incorrect bills and preparation of checks for clients to sign.
Balancing checkbooks and maintaining organization of bank records.
Preparing and delivering bank deposits.
Organizing tax documents and other paperwork.
Negotiating with creditors.
Deciphering medical insurance papers and verifying proper processing of claims.
General organization assistance.
Providing referrals to legal, tax, and investment professionals.
Assist with setup of Quicken personal financial software.
Assist with budgeting.
"There is no twilight zone of honesty in business. A thing is right or it's wrong. It's black or it's white."
-John F. Dodge
