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Trusted Daily Money Management Help for Everyday Financial Tasks
More peace of mind, less paperwork
Do Any of These Sound Like You?
If so, a Daily Money Manager can help. Click on the category that resonates with you:
"I want to spend my retirement enjoying life, not buried in bills, statements, and financial paperwork."
"As I get older, I feel increasingly overwhelmed by managing my finances"
"I live a busy, active lifestyle and don’t want to waste time on tedious financial paperwork."
"I want to focus my time on my career and family, not on managing my money."
"After a divorce or the loss of my spouse, I need help managing my daily finances."
"During this major life change, I want financial stability and peace of mind so I can focus on rebuilding my life."
Adult Children of Aging Parents
"My elderly parents need help managing their finances, but I don’t have the time to take care of it while managing my own life."
"I want a trusted, non-family member involved to provide oversight, especially when I live far away."
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What is a Daily Money Manager?
A Daily Money Manager (DMM) is a financial professional who helps individuals with the practical, day-to-day side of their finances. This may include:
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Paying bills on time
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Balancing bank accounts and reconciling credit card statements
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Creating and maintaining household budgets
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Organizing financial records and paperwork
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Preparing tax documentation for CPAs
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Assisting with health insurance claims and related paperwork
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Coordinating with other professionals such as accountants, attorneys, and care managers
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DMMs are often hired by seniors, individuals with disabilities, busy professionals, or anyone who needs dependable support with financial tasks but may not have the time, knowledge, or ability to manage them alone.
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It’s important to note that a Daily Money Manager is not a financial advisor, investment manager, or tax preparer. We don’t provide investment recommendations or legal/tax advice. Instead, we focus on handling the everyday details and often act as a “team builder,” collaborating with family members and professionals such as attorneys, CPAs, investment advisors, and care managers to ensure each client’s financial life runs smoothly.
Hello
I am Rita Kuehnis, Certified Daily Money Manager® (CDMM®)
Do you feel buried in bills, paperwork, and account statements? Need someone dependable to handle the daily money tasks so you don’t have to? Would you rather spend your time on what truly matters?
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I know how overwhelming that can feel. When I relocated from Europe to the United States, I faced a new and complex financial system myself. That experience inspired me to become a Daily Money Manager and start SDS Smart Daily Services.
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Since 2017, I have been committed to providing the highest quality of service: helping clients stay organized, protected, and confident with their money. My goal is simple: to lighten your load and bring you peace of mind.
