PERSONAL BUSINESS SERVICES - DMM
Daily Money Managers (DMM) are professionals who provide a wide range of personal business assistance to people who want help managing day-to-day monetary affairs.
As a daily money manager, I can save clients time and hassle, negotiate on their behalf, or help prepare for major changes and expenses. I can also assist in setting up systems to reduce the threat of scams and identity theft. My ultimate goal is to simplify the client’s life.
Who DMM's serve:
- Seniors and older adults
- Adult children responsible for managing an aging parent’s affairs
- People with disabilities
- Busy professionals
- Individuals who travel frequently
- People in life transitions
- Military personnel and veterans
What DMM's do for clients:
Money Management
Review service agreements, contracts and software applications. Negotiate fees for services and eliminate duplicates.
Service Agreement Review
We are excited to work with you! To get started, please schedule a consultation below. We will be in touch within 1-2 business days to discuss your project and come up with a plan to help you create calm and order in your life.
Life Changes
Work with attorneys, investment advisors, and POA’s to ensure and verify completeness of all Estate Planning paperwork for unexpected life changes: Will/Trust, DNR, POA, digital-POA, deeds, contracts, etc.
Insurance Verification and Tax Coordination
Verify all insurance policies are up to date and coverage is adequate: home, auto, health and others. Reconcile claims. Compile and organize tax documents for your tax accountant.
When appropriate, I refer clients to other trusted professionals, such as: tax accountants, legal, and investment advisors, geriatric care managers, certified senior advisors, and social workers. All put together, this is your Circle of Care Team.
The Efficiency Godmother is insured, listed with AADMM and gets a background check every two years.
Testimonials
Gabrielle helped me go from overwhelmed to organized! With her can-do attitude, she kept me on track. When I got bogged down she instructed me to, "Just put it back. You can think about tossing it later." After just two rooms, I was able to donate 1-1/2 car-loads of usable items. I feel wonderfully lighter and can use those rooms now.
-Penny J
Gabrielle is a fabulous organizer that will streamline your messy home office into a highly functional and productive workspace!
Tanya R.
Have Questions? Book a time to chat with us.
Relief from overwhelm is just a phone call away.