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Money Management

Overview

DLMM handles your personal finances utilizing Quicken. Our services include:

  1. Paying your bills;
  2. Managing your cash flow;
  3. Making sense of medical bills and claims;
  4. Organizing personal, financial, and legal records;
  5. Furnishing detailed reports.

While what we do for you is completely customized, our overall customer service is consistent because we:

  • Communicate with you as much or as little as you like;
  • Fiercely guard your privacy and security;
  • Interface seamlessly with your banker, wealth manager, and CPA.

Our customers are:

  • Children of aging parents
  • Family trusts
  • Busy executives and entrepreneurs
  • Attorneys and accountants who outsource these services