SERVICES
What is a Daily Money Manager?
A Daily Money Manager (DMM) is a financial professional who provides personal financial services to individuals and families, and who manages personal daily money matters such as bills, budgets, and record-keeping. Daily Money Managers deliver essential personal financial services to seniors and older adults, people with disabilities, busy professionals, high net worth individuals, small businesses and others.
At By Your Side Financial, we work together to determine your financial needs and goals and develop a plan for your financial success.
Below is a list of types of services we provide.
Financial Organizing
We can create a financial filing system based on your needs and organizational style.
- Ensure proper records are kept for the appropriate amount of time in a safe and secure fashion.
- Gather information such as bank, credit and investment accounts, contact information, online account access and passwords, locations of important legal documents
- Prepare and compile information to provide to tax accountants.
Bookkeeping
We maintain financial information related to income and expenses.
- Manage financial records in personal financial software
- Periodic reporting designed for your needs
Budgeting and Reporting
We can provide insights into spending patterns, track financial statements over time and assist in achieving financial goals.
- Provide insights to spending patterns and understanding of where money is being spent.
- Track financial statements over time to understand improvement or deterioration.
- Assist in achieving financial goals and commitments
Bill Payment
We pay your bills to ensure all payments are appropriate and there are no late or missed payments
- Prepare payments for your review and approval
- Track the amounts due and payment due dates
Talk to us
Have any questions? We are always open to talk about your business, new projects, creative opportunities and how we can help you.