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.
