If you recognize yourself in one of those statements, you need a Daily Money Manager!
"As I am getting older, I become more and more overwhelmed with handling my money."
"I live a very active lifestyle, and I don't want to waste my time with boring tasks and paperwork related to my finances."
"I have a decent income and want to save more money to realize my dreams."
"I need help managing my complex finances after establishing a settlement trust."
'My elderly parents need help with money management, but I don't have the time to assist them. I am busy with my own life."
"I want to use the time for nicer things in life than for managing my money."
"After a divorce (or the death of my spouse), I need help with daily money management."
What is a Daily Money Manager?
A Daily Money Manager (DMM) is a financial professional who provides personal financial management services to individuals who need assistance in managing their day-to-day finances. This may include tasks such as paying bills, balancing bank accounts, budgeting, reconciling credit card statements, organizing financial records, and communicating with other professionals such as accountants and lawyers. Daily money managers are typically hired by seniors, individuals with disabilities, busy professionals, or anyone who needs help with their financial affairs but may not have the time, knowledge, or ability to manage them on their own. DMMs work as “team builders,” collaborating with the client's family and other professionals such as attorneys, CPAs, investment advisors, care managers, and others to provide comprehensive financial management services.
I am Rita Kuehnis, Daily Money Manager
Are you stressed or overwhelmed with managing your money? Do you lack the knowledge and need advice?
I know exactly how you feel! The experience of feeling lost in a new financial system after my relocation from Europe to the United States made me become a Daily Money Manager and found the company SDS Smart Daily Services.
Since then, I have been committed to providing the highest quality of service. I am dedicated to simplify my client's life and bringing peace of mind to them.