• On time bill paying: hand written or electronic
  • Preparation of checks for client signature
  • Strategic bill paying
  • Negotiate with creditors
  • Notary services
  • Reconcile banking and credit card statements
  • Maintain financial records
  • Prepare & make bank deposits
  • Budget counseling
  • Document organization
  • Deciphering medical insurance papers and verifying proper processing of claims.
  • Compilation of documents needed for tax preparation by your CPA
  • Provide referrals to legal, tax, health care, finance and investment professionals
  • Review of end of life documents for accuracy of current wishes including medical directives, Power of Attorneys and beneficiaries

SERVICES

For more information on what a Daily Money Manager can do for you click here:
www.AADMM.com/dmms_and_you.htm

CINDY B. STEVENS BS, PDMM, CSA

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Personal Financial Solutions