What We Provide
As a Daily Money Manager Consultant and proud member of the American Association of Daily Money Managers (AADMM), I provide hands-on, compassionate support in managing the day-to-day financial tasks that can be overwhelming for individuals and families.
What Is a Daily Money Manager?
A Daily Money Manager (DMM) is a financial professional who provides trusted, personal assistance with everyday money matters—such as paying bills, tracking budgets, reconciling bank and investment accounts, and maintaining organized financial records—for busy professionals, seniors, individuals with disabilities, and families in transition.
How We Can Help You and Your Family - Core DMM Services
Who Benefits from DMM Services?
Higher Goals Learning partners with a broad range of individuals to advocate for seamless financial management.
Specialty Services and Extensions
Financial Counseling. Personalized coaching on spending, saving, legacy planning, and long-term management.
Debt Elimination Planning. Strategizing to knock out debt through manageable plans.
These financial service offerings are optional and depend on your specific needs and preferences.
Working With Me - What to Expect
- Initial Consultation: We’ll discuss your goals and financial organization needs (in-person or virtual).
- Customized Service Plan: You choose the frequency—one-time, monthly, or ongoing support.
- Transparent Fee Structure: I provide clear, written agreements outlining services, billing practices, and client responsibilities in advance.
- Consistent Communication: Monthly statements, check-ins, and coordination with your other professionals if needed.
Simplify Your Financial Life
Let Higher Goals Learning handle your daily financial tasks so you can focus on what matters—whether that’s personal fulfillment, family, travel, or simply peace of mind. Together, we’ll create clarity, order, and confidence in your financial world.
📅 Contact me today to schedule your complimentary consultation and learn how this service can make a difference in your life.
📅 Contact me today to schedule your complimentary consultation and learn how this service can make a difference in your life.
Why Partner with Higher Goals Learning
As a member of AADMM, I have passed rigorous testing and ongoing continuing education requirements. I have also passed a background check, adhere to a strict code of ethics, and uphold standards set by the AADMM standards and Board of Standards.
