What We Are
As personal financial matters become more complicated – finding time to focus on the daily tasks of money management becomes more difficult. Daily money managers (DMMs) offer services to ensure nothing falls through the cracks,
It’s like having a personal Chief Financial Officer (CFO) on staff. The client can leave the finance-related tasks and associated processes to the professionals,
Provides personal business assistance to clients who need help in managing their day to day administrative and monetary affairs,
Organizes and keeps track of financial and medical insurance papers, assists with bill payment, bookkeeping, budgeting, the creation of tax organizers and assistance with Fiduciary matters.
What We Are Not!
CERTIFIED PUBLIC ACCOUNTANT
ATTORNEY
INVESTMENT
BANKER
INSURANCE
AGENT
MEDICAL
PROFESSIONAL
SOCIAL SERVICES
PROFESSIONAL
- A DMM does not take the place of professionals in the Accounting, Investment, Legal, Insurance or Social Service fields,
- Our work complements the work of other professionals by facilitating the completion of daily tasks rather than determining long-term plans.
The Smart Daily Difference!
WHAT MAKES SMART DAILY ADMINISTRATORS DIFFERENT THAN MOST DAILY MONEY MANAGERS?
Most DMM’s are sole proprietors and work from home.
We are a firm and currently have a team of 5 people, each managing a different expertise or specialty, working in unison for the benefit of our clients.
Team members have expertise in Financial Services, Health Care, Tax Related Issues and Fiduciary Matters.
Each client is assigned a primary representatives, though they can deal with anyone on the team. There is always back up and coverage to meet a client’s needs.
We tailor the work performed to match both a client’s needs and their budget.
