Services and Benefits   

DAILY FINANCIAL MANAGEMENT provides a wide range of services that simplify your life by managing your routine financial tasks. At DFM, we will:

  • Make sense out of your existing financial records

  • Systematize your bill paying 

  • Balance your checkbooks

  • Organize your tax records

  • Manage your personal and rental real estate 

  • Decipher your medical insurance papers and verify proper processing of claims

  • Gather and arrange estate planning documents

  • Help estate executors and trustees organize financial chaos left behind