WHAT IS DAILY MONEY MANAGEMENT?
Daily Money Managers (DMMs) deliver essential financial services to a wide variety of clients including older adults, people in life transitions and busy professionals. DMMs bring clarity and order to an individual's daily management of personal bills, budgets, account reconciliation and record keeping. Select Organizational Services also provides referrals to legal, tax and investment professionals, trust and estate administration, notary services and organization of tax materials. Members of the American Association of Daily Money Managers are trusted professionals who abide by the AADMM Code of Ethics.
DAILY MONEY MANAGEMENT FOR YOU
We begin with a complimentary informational interview where you can get to know me and I can understand your needs. Together, we determine how best to serve you.
Bill paying, including calls to payees regarding incorrect bills and preparation of checks for client signature
Balancing checking accounts, review bank statements
Organizing documents for tax preparation
Sort and review mail, including analysis of health insurance statements
Organize and maintain files
Referrals to legal, tax and investment professionals
Accompany client to meetings with professionals as requested
Trustee and Executor
Assist Trustees and Executors
Temporary or Durable Power of Attorney
LISA SMITH, JD- PRINCIPAL
Lisa was raised and educated in the Midwest. She practiced law in San Francisco for 14 years and moved to Portland 2005. Her professional career has provided Lisa with a strong legal and financial acumen, unwavering dedication to her clients, and a steadfast commitment to fiduciary and ethical standards.
My first "client" was my mother. She always said she felt "lucky" to have my help with her financial and legal affairs as she got older. It made me feel good to assist her in a meaningful way and to see the relief it gave her. Now, when I see relief on a client's face, I'm the one who feels lucky.
Do you have any questions for Lisa? Please fill out the information below, or simply call Lisa at 503.484.5008.