A simple approach, a simple plan, a few hours….
You, too, can be organized before you know it.

Imagine your desk cleared of past due bills, bank statements are reconciled, and medical records in order. No piles – all financial papers are up-to-date and filed away, and you can get them in a matter of seconds.

And - your tax records are organized for your accountant and your financial and legal documents are easy to locate and ready for your attorney, financial planner or CPA when they ask.

Sounds good? Yes, this can happen to you.

Since 2001, Diane Smith, Financial Organizer and Daily Money Manager, has helped businesses and individuals with the managing of personal financial transactions and financial records. By using the simple systems that Diane creates, clients maintain good daily money management habits and increase productivity, efficiency, and performance.

Often the question is asked, “What is a Daily Money Manager?”
Simply – a DMM helps individuals with managing their financial records, transactions, medical, and legal records. A DMM works with the client’s financial institutions, wealth managers, CPA, and attorneys to make sure the client’s assets are protected and well-managed. A DMM does not take the place of these professionals, but often becomes a team member working for the client’s fiscal well-being.

As a member of the American Association of Daily Money Managers (AADMM), Diane works within a strict Code of Ethics and a commitment to a high level of professionalism.

Creating simple, workable solutions for your business, your home and your life.