Becker Financial Care Solutions
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Becker Financial Care Solutions
Home
About Us
Services
How It Works
Contact Us
More
  • Home
  • About Us
  • Services
  • How It Works
  • Contact Us
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peace of mind

peace of mindpeace of mindpeace of mind

Let Becker Financial Care Solutions ease the daily stress that comes from the accumulation of bills and financial paperwork

Free Consultation

Who Benefits From The Services Of A Daily Money Manager (DMM)


  • Seniors, older adults, and the professionals who serve them
  • Adult children responsible for managing an aging parent's affairs
  • People in life transitions
  • People with special needs/disabilities
  • Busy professionals  
  • Small business owners
  • High net worth individuals
  • Individuals who lack time/skills for personal paperwork


What a DMM does


A DMM makes your life easier by taking on daily financial tasks.  This includes managing the constant barrage of mail, paying your monthly bills, balancing the checkbook, preparing a budget, assisting with tax records, reviewing medical claims and maintaining financial records. 


What a DMM does NOT do


We are not financial planners or advisors, accountants or tax preparers.  However, we can work in collaboration with these professionals when needed.




Learn More


Click below to see a detailed list of services we provide.

Services

Why Us?

EXPERIENCE

As members of the sandwich generation, we have had first hand experience helping a parent manage their finances during a difficult life transition.  As a result, we understand how overwhelming this task can be.


As a dual career couple who raised a family, we also understand the many demands on your time.  We would like to give you an opportunity to spend more time on the things that are most important to you.


We firmly believe our individual backgrounds in accounting and nursing make us well suited to be your DMM.  To see more about our experience, click on the link below.

About Us

DEPENDABLE SERVICE

We are dedicated to quality customer service.  You can expect consistency and efficiency from us.  For example, your bills will be paid on time every time and accounts reconciled every month.  We understand that good communication is vital to our partnership.  When you have questions, we are available through a phone call, text or email.


Services

TRUSTWORTHY

As members of the American Association of Daily Money Managers (AADMM), we hold ourselves to a high standard of accountability.  We undergo background checks on a routine basis and follow best practices and a code of ethics for the DMM industry (See link below).


Our systems are secure and encrypted to maintain the confidentiality of your personal information and backed up regularly to avoid potential service interruptions.


We carry business liability insurance that is unique to DMM professionals in order to protect your interests.





AADMM standards of practice and code of ethics
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