• Your money, AND your life.

     You can enjoy both.

     Because you earned it.

  • What do we do?

    We take care of the daily money matters for clients in the Boston metro-west suburbs: bill-paying, balancing accounts, keeping track of documents. We can do more if you need help with insurance claims, getting information to other professionals on your life management team, tracking your spending and savings. We can help you live within the budget you want, and take care of the small stuff so you can enjoy the big things in life.

  • Why do we get out of bed in the morning?

    Because we believe we can help manage the minutia you don't want to deal with, and we love minutia.  Organization and arithmetic make us happy.  And we love seeing clients feel happy too.

  • What can we do for you?

    Organize.

    We'll create a system for your bills and important documents that's easy to maintain and to use.
     

    Manage.

    You'll feel secure knowing your daily money matters are under control.  You can do what you need and want to do instead of minding your pennies.

    Prevail.

    You'll be free from worry about over-spending, and mis-spending your money. Late fees, penalties, higher interest charges--now they're things of the past.

  • About Daily Money Management

    We embrace the Code of Ethics of the American Association of Daily Money Managers:

     

    The American Association of Daily Money Managers is committed to promoting high standards of client services provided by its members.
    As Daily Money managers (DMMs), we provide personal business assistance to clients who have difficulty managing their personal monetary and business affairs.

    As DMMs, we are not acting as accountants, financial advisors, or attorneys, unless separately educated and properly licensed to do so.
    DMMs shall have concern for the well being of their clients.
    DMMs shall treat clients, family members, colleagues, and other professionals with fairness, discretion, and integrity.
    DMMs shall not exploit their clients financially, socially, emotionally, sexually, physically, or in any other manner.
    DMMs shall avoid those relationships or activities that interfere with professional judgment and objectivity.
    DMMs shall disclose in writing any affiliations, associations, or interests that may pose a potential conflict of interest or
    the appearance of impropriety.
    DMMs shall not exploit a relationship with a client for personal or financial gain.
    DMMs shall strive to ensure fees are fair, reasonable, and commensurate with the services performed.
    DMMs shall take reasonable precautions to avoid harm to the client or his/her property.
    DMMs shall respect the rights of their clients.
    DMMs shall protect the client’s right to privacy and confidentiality in accordance with the laws of the state where the
    services are performed.
    DMMs shall maintain detailed, accurate, financial records for the client, based on information made available from the
    client.
    DMMs shall achieve and maintain high standards of competence.
    DMMs shall accurately represent their professional experience and training and shall not act in any capacity for which
    they are not separately educated and properly licensed.
    DMMs shall keep current with issues affecting their clients (health insurance, consumer fraud, etc.)
    DMMs shall acquire and maintain all licenses, registrations, certifications, and insurance required by law to perform their
    services.
    DMMs shall keep current with public and private services available to their clients for use in resource referrals.
    DMMs shall refer clients to other service providers or consult with other service providers when additional knowledge and
    expertise are required.
    DMMs shall define their roles clearly to other professionals.
    DMMs shall comply with all federal, state, and local statutes and regulations. 

    http://www.aadmm.com/

     

    American Association of Daily Money Managers

  • Questions? 

    Just call or email, we'll talk.

    Beth Greene Thompson
    President

    Experienced in office administration and organization, bookkeeping, paralegal services, billing, medical claim issues, financial planning basics--in short, everything you need to manage daily money affairs.

    Reach me at 978.549.7075