Daily Money Managers (DMMs) are professionals who provide personal assistance to clients who want help managing their daily financial activities. They adhere to a strict code of ethics. The American Association of Daily Money Managers offers additional information about the services of DMMs.
Frequently Asked Questions
What is a Daily Money Manager?
Who benefits from the services of a Daily Money Manager?
Individuals and small businesses that do not have the time, desire or ability to manage their daily financial activities. This can include:
- Small business owners who want to spend more time focusing on running the business and want someone reliable to assist with the financial responsibilities.
- Individuals going through personal transitions that make keeping up with financial activities difficult.
- Busy individuals who would rather spend their time with other activities.
Can I continue to use my own financial and legal advisors?
Absolutely. We do not take the place of these professionals, we work in tandem with them to meet your objectives. We can refer you to a professional if needed.
Hill Country Account Services is bound by the standards and ethics of the American Association of Daily Money Managers. The privacy of our clients is important. Your information will never be directly or indirectly disclosed to any person without your consent unless required by a government agency.
How much do you cost?
The initial consultation is free of charge. Like a mechanic, our fee is based on an hourly rate for a set amount of time. If it takes us longer, we do not charge for the extra time spent. Our goal is to make your financial activities more efficient, not to bill hours.
How do I find out more?
Call/text us at 512.850.1836 or email us to arrange a free, no obligation meeting to discuss your needs.