How We Work

MEETING WITH A POTENTIAL CLIENT

  • We offer potential clients a free consultation.
  • References available upon request.

PRICING

  • We charge an hourly rate and can work out a monthly fee to work within a client’s budget.
  • We customarily charge ½ rate for travel.

AADMM

  • We are members of the American Association of Daily Money Managers and also the Greater New York Chapter of the Association.
  • AADMM members must sign a Code of Ethics, maintain prescribed Standards and Practices and pass Background Checks.
  • Certified DMMs (CDMM) are required to have a minimum of 1,500 hours in the field, pass an exam and maintain certification through mandatory CEU training.

Address

175 Main Street – Suite 506
White Plains, NY 10601