Daily Money Manager

Need Help Managing Your Personal Day-To-Day Finances?

A DMM (Daily Money Manager) is a professional who helps people with their personal household finances.

We offer services to ensure nothing falls through the cracks including necessities like paying monthly bills, assisting with tax records, balancing checkbooks, decoding medical bills, and negotiating with creditors.

I help manage a broad range of services for clients. Everything that comes across your monthly mail that relates to your personal finances. 

DMMS work with a variety of clients such as:

  • Seniors and older adults
  • Adult children of older adults
  • Busy professionals
  • People with disabilities
  • High net worth individuals and families
  • Frequent travelers
  • Military personnel and veterans
  • Non-profit organizations
  • People in life transition

Need Help Managing Your Personal Day-To-Day Finances?

A DMM (Daily Money Manager) is a professional who helps people with their personal household finances.

We offer services to ensure nothing falls through the cracks including necessities like paying monthly bills, assisting with tax records, balancing checkbooks, decoding medical bills, and negotiating with creditors.

I help manage a broad range of services for clients. Everything that comes across your monthly mail that relates to your personal finances. 

DMMS work with a variety of clients such as:

  • Seniors and older adults
  • Adult children of older adults
  • Busy professionals
  • People with disabilities
  • High net worth individuals and families
  • Small businesses owners
  • Frequent travelers
  • Military personnel and veterans
  • Non-profit organizations
  • People in life transition

Services We Provide

  • Receive and/or open and handle mail
  • Bill  paying
  • Maintaining checkbook
  • Online Bill Payment
  • Filing and record-keeping
  • Budgeting
  • Bank, Credit Card monitoring and reconciliation
  • Error resolution for bills and accounts
  • Organize Tax records and deliver to your tax preparer
  • Assistance with online activities
  • Investigation of Insurance questions
  • Don’t see what you need here?  Please ask

We do not provide CPA services such as audit or review managements. We cannot give investment advice or retirement planning.

We can help you find the professionals you need.

Michelle Fitzpatrick

Founder & CEO

I have over 25 years of professional bookkeeping services.  My passion to help others has lead me to become a Daily Money Manager.  This gives me the opportunity to work directly with Senior Citizens and Adults with disabilities.

Next Steps…

Call us today and we can start tomorrow.  Your initial consultation is always free. 717-462-8473


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