Personal Assistant & Daily Money Manager
The support you need for the freedom you desire.
Individuals and their lives vary greatly. We take the time to tailor our services to fit your needs.
Our DMMs have the experience and compassion to improve your state of affairs efficiently and effectively with a personal touch.
Whatever life brings, let Freedom Support Solutions give you back the time and peace of mind to enjoy and relax again.
Who do we serve?
SENIORS & THEIR ADULT CHILDREN
THOSE IN A LIFE TRANSITION
HIGH NET-WORTH INDIVIDUALS
TRUSTEES & PERSONAL REPRESENTATIVES
Customized Bill Payment
Budget & Financial Coaching & Reporting
Bank/Credit Card Reconciliations
Senior Money Managment
Professional Liaison/Advocate & Referrals
Document & Tax Organization
Tracking Medical Payments & Claims
Tracking Charitable Contributions
Vendor Negotiations & Referrals
Mobile Notary Services
Filing Household Payroll, Property & Tax Estimates
Assist with Estate Administration & Liquidation
Fiduciary Services: POA & Trustee Appointment
Confidentiality and privacy are of greatest importance at FSS.
All our DMMs reflect the highest integrity and values backed by
the proper insurance and certifications to handle your personal financial matters with privacy and confidentiality.
These include cyber security to keep your data and information safe and secure.
Our clients also benefit from LifeExec, one of the most secure places to store your important documents making it easy to share necessary information with professionals or family members.
The best thing about FSS?
We come to you! We can also meet with you virtually.
We are always available by invitation only and offer short-term or long-term agreements acknowledging our hourly fees.
Your DMM will set up a schedule that works best for you, whether it's once a week, every other week or monthly.
Our services and schedules are tailored to your individual needs.
What is a Daily Money Manager & Why should I hire one?
A professional Daily Money Manager (DMM) can be a life and time saver. They can be essential in keeping accounts current, insurance policies active and ensuring fraud prevention measures are in place to protect your personal information. DMM's take charge of personal day-to-day financial tasks, in part or entirely, depending on the level of help you need. Their responsibilities range from bill payment to gathering tax information for your tax professional.
A DMM works WITH your professionals, like a Certified Professional Accountant (CPA), Certified Financial Planner (CFP) or attorney to create the best team for keeping your best interests in focus.
Our DMM’s are members of the trade’s professional membership organization, the American Association of Daily Money Managers. This means you can have full confidence we will assist you with confidentiality, integrity and security.
If there’s a personal service you don’t see listed, call us!
Office hours are 9:00 a.m. to 5:00 p.m. Monday through Friday. We will do our best to get back to you within 24 hours.
Services may be available outside normal business hours, including weekends and holidays for an additional charge.
Freedom Support Solutions, LLC reserves the right to refuse any business it feels is unsafe and/or unsuitable for its employees