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Simplify Your Financial Life with Trusted Daily Money Management Help
Your Daily Dose of Financial Peace of Mind
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 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.
Hello
I am Rita Kuehnis, Certified Daily Money Manager® (CDMM®)
Are you stressed or overwhelmed with managing your money? Do you lack the knowledge and need advice? Do you want to use your time for more important issues?
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.
