Services
Who Benefits From Working With a DMM?
- Seniors and Older Adults
- Adult Children Managing Aging Parent’s Affairs
- People in Life Transitions
- Busy Professionals
- High Net Worth Individuals
- Small Businesses Owners
- Frequent Travelers
- People With Disabilities
- Individuals Who Lack Time/Skills For Personal Paperwork
MONEY MANAGEMENT AND ORGANIZATIONAL SERVICES
- Support with Financial, Medical, Insurance, and Fiduciary paperwork & filing.
- Internal Control and Risk Management Reviews.
- Facilitate the handling and resolution of issues and problems.
BILL PAYMENT AND BUDGETARY SERVICES
- Bill payment, account reconciliation and maintaining financial records.
- Monthly budgeting & reporting of income and expenses.
- Bank Statement Reconciliation.
- Prepare Year-end Tax Organizer.
PROFESSIONAL SUPPORT SERVICES
- Fiduciary Support with Estates, Trusts and Guardianships.
- Household payroll and support.
- Referrals to Trusted Professionals.
- Prepare Individual, Corporate, Fiduciary and Non-Profit Tax Returns.
- General organizational assistance.
MEDICAL AND INSURANCE ORGANIZATIONAL SUPPORT
- Clarify medical insurance paperwork and handle the processing of claims.
- Support and Submission of with LongTerm Care filings.
- Review of medical claims to ensure accuracy for timely reimbursement.
Who Uses Our Services
Anybody who needs help in making life simpler, needs to be confident that paperwork and legal and financial matters are being taken care of in an organized, professional way.
Professionals and Executives
- Active and Busy Individuals
- Elderly people who want to remain independent
- Adult children of older adults
- Small Business Owners and Non-Profits
- Accountants, Lawyers and Other Professionals
