Frequently Asked Questions – Daily Money Management

What does a Daily Money Manager do?

A Daily Money Manager provides personal business assistance to those who have difficulty managing their personal monetary and financial affairs.

Why would I need a Daily Money Manager?

You may have a loved one, perhaps a senior citizen, who finds that handling all of their bills and financial and medical insurance paperwork has become overwhelming. Or perhaps you are busy advancing your career and you have no time to handle your personal and household monthly bills and paperwork.

I don’t know much about Daily Money Management. Where can I find out more information?

The website of the American Association of Daily Money Managers (AADMM) at www.AADMM.com has additional information about the services and role of DMMs. John Tweedy, the principal of Tweedy Financial Services, LLC is a long-time member of the AADMM.

How do you charge for Daily Money Management services?

Overall costs depend on the complexity of the situation. Each case is unique, but the fee is based on an hourly rate for the amount of time involved in handling the case.

How do I get started?

E-mail us at Info@TweedyFinancial.com or call us at (516) 775-8363 to set up a no-cost, no obligation meeting to discuss what services can be helpful to you, their costs, and how we at Tweedy Financial Services can work with you to make your life or that of your loved one easier and less worrisome.