Kinovus Financial
We provide Daily Money Management (DMM) services to meet your personal needs. We promise to provide every service with a smile, and to your highest level of satisfaction.
What is a DMM?
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 and much more.
These professionals provide personal financial services to older adults, people with disabilities, busy professionals, high net worth individuals, and the small businesses they may own.
What does a Daily Money Manager do?
The expertise of DMMs covers a broad range of tasks. The actual work they do depends on their background and client need; however, the scope of personal financial services generally includes:
- Bill paying, including calls to payees regarding incorrect bills and preparation of payments for client approval.
- Reconciling checking accounts and investment statements.
- Preparing and making bank deposits.
- Organizing tax documents.
- Negotiating with creditors.
- Reviewing medical insurance papers and verifying proper processing of claims.
- Providing general organization of financial papers and systems.
- Referring clients to legal, tax, and investment professionals and to community resources.
Interested in our DMM services? We’re here to help!
Looking to start a conversation and see if it makes sense to look further at Kinovus? Whatever you need, we're here to help you get on with business, even if your interest is personal in nature.
