EVERGREEN

DAILY MONEY MANGER

Helping You Manage Your Personal Finances

Call Us: 888-350-3221

Get a Free Consultation

What Is A Daily Money Manager

A daily money manager (DMM) is a financial professional who helps individuals manage their day-to-day finances. We can handle tasks like bill paying, budgeting, and recordkeeping, giving you peace of mind and freeing up your time. This can be especially helpful for busy professionals, seniors, or those who find managing finances overwhelming.

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Our Services

Feeling overwhelmed with bills, budgets, and financial organization? We can help! We bundle the essentials – bill paying, budgeting, fraud prevention and more into a convenient package to simplify your life.

Monthly Budgeting Assistance

Phone Support and Updates

Fraud Monitoring and Prevention

Benefits Maximization, Auto-Pay, and Limited Tax Preparation

Bill Paying, Debt Guides, and Referral Services

Putting People First

Saving Clients Money

Reduce late fees, missed bills, overcharges, and fraud with monthly updates and monitoring with one one out team members.

Affordability

Financial experts like CPAs and lawyers often charge $50-$250+ per hour. We focus on daily money management, keeping costs lower.

Care For Our Clients

We strive to be a friend to our clients. With 24/7 phone support for when you have questions, we want to make sure you feel financially secure.

1000

CLIENT GOAL

18

COUNTRIES

5k

USERS

270

PROJECTS

Meet Our Team

Joshua Reichlin

Colen Arvelao

Acocuntant

Ready to get started?

We Will Contact You

Or Call Now: 888-350-3221

You're one click away from having your own dedicated Daily Money Manager

FREQUENTLY ASKED QUESTIONS

We have the answers to your questions.

Is my financial information safe and confidential?

Building trust is our top priority, and we're dedicated to maintaining it. We adhere to strict industry standards and regulations to protect your financial data.

Can I Cancel Anytime?

Yes, you can! We offer a flexible month-to-month plan, allowing you to cancel your service at any time without question.

Are We A Wealth Management Company

No - Wealth management focuses on growing and protecting significant assets through investment strategies, tax planning, and estate planning. Daily money management handles day-to-day financial tasks like paying bills, balancing checkbooks, and organizing financial records.

How Does Pricing Work?

Our free services are always available to anyone any time. For clients who the enroll in our monthly services, you will be billed $39 per month via ACH payments to reduce transaction costs.

What if my financial situation is complex?

It's important to know what DMMs can't do. We are not financial or legal professionals, so we can't act in an advisory capacity or prepare tax returns. But we can provide referrals for you to professionals like accountants, investment advisors, and lawyers.  

How do you tailor your services to my specific needs?

During an initial consultation, we'll discuss your financial situation, goals, and comfort level with managing your finances. Then you will be assigned to a specific DMM that will work with your specific needs for as long as you are a member with us.