Frequently Asked Questions
Is a daily money manager right for you?
+ What is a Daily Money Manager (DMM)?
Daily money managers provide clients assistance in handling their daily financial affairs. Clients may desire such help for a variety of reasons, including time constraints, physical limitations, illness, lack of knowledge, or the desire to be relieved of the responsibility. Services meet a range of needs from keeping track of financial records to assisting with bill payment to setting up your financial software.
+ Do you need to come to my home to work?
Not necessarily. In some cases it is easier to perform the work in the client’s home where all of the records are located. In other cases, the work can be performed in our office.
+ How much do your services cost?
You’ll find our services cost less than those of other financial professionals like CPA’s, financial planners, or attorneys. Depending on the case, we offer an hourly rate or a flat rate. I offer complimentary, no-obligation consultations to review your money management goals and ensure it’s a mutual good fit. Please call or email me with any questions, I look forward to hearing from you!
+ I think I can do this on my own, I just need assistance getting started.
No problem. We are available to teach you how to utilize online banking, automatic bill pay, financial software, and other financial tools you might need.
+ Will I need to get a power of attorney for you to handle my parent’s finances?
No, this is not necessary. We can further discuss the specific details during a complimentary consulatation.
+ Does a DMM do the same thing as a financial planner?
Lanier Dailey Money Money Matters does not offer the same services as a financial planner, and our services are meant to complement the work of these other professionals on your team. We can keep your records organized so that when it comes time to do your taxes, everything is ready.
+ How do I know my information is secure with you?
Working as a member of the American Association of Daily Money Managers (AADMM), we are guided by a Code of Ethics and Standards of Practice which help to ensure best practices are followed to keep your private information secure. Please visit the resources page here to view this information in more detail.