DLMM handles your personal finances utilizing Quicken. Our services include:
- Paying your bills;
- Managing your cash flow;
- Making sense of medical bills and claims;
- Organizing personal, financial, and legal records;
- 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
