Frequently Asked Questions
Asking questions is a good thing. There are so many facets to keep track of in the financial world.
We will try to answer your questions as quickly and thorough as we can. To help with some common questions, here's answers to some of our frequently asked questions:
Daily Money Manager
Do clients give up control of their finances to you?
No. Our service is 100% transparent and we make sure clients fully understand how we are managing their finances. We realize our service is based on trust, and we take that trust seriously. We document everything we do and provide monthly reports and whatever else our clients desire to assure them and their families that their daily money matters are handled professionally and competently.
Who is your typical client?
We work with older adults, veterans, busy executives, any persons who value having their financial affairs in order.
Who Needs a Daily Money Manager?
Older adults can benefit from the services of a DMM as the task of handling bills, deposits, and payments becomes much more challenging as we enter our later years.
People who are constantly on the road for work or pleasure.
Veterans who need someone to ensure things are taken care of at home while they take care of us.
Those who prefer to pay someone to handle their daily finances.
Busy professionals who have more money than time.
Persons with disabilities that prevent them from being able to handle their financial matters themselves.
High net worth individuals and families with complex financial lives.
Do you only work with older adults and veterans?
No, while many of our clients are seniors and veterans; we work with busy professionals and high net worth individuals/trusts. When able, we partner with the client’s family. Often it is a family member who makes the initial contact with Numb3rs R Us to ask about daily money management services.
I know someone who could benefit from daily money management. Can I contact you on a loved one’s behalf?
Absolutely! In fact, many of our clients are referred to us by family members or friends. Simply contact us to learn a little more about what we do, then we can work together to speak with a family member or friend about what his or her needs are. We offer a free consultation.
How often do you work with your clients?
Some clients might need help several times a week and we work with a team of support specialists such as attorneys, financial or investment advisors to take care of all our client’s needs.
Some clients require weekly assistance in their home to open the mail, do their banking, make phone calls on their behalf and more, while others have all their mail sent to us and we meet virtually.
Other clients simply require our help as needed if there is a life transition and they need help adjusting budgets or reviewing personal cash flow.
And in other cases, we support clients on an annual basis to prepare for tax time or write a budget.
We set up customized services on a schedule that is guided by the needs of our clients and/or their families.
How much does this service cost?
We are a billable-hour firm, and we offer different service and pricing packages depending on a client’s needs. We offer a free initial consultation, so we encourage anyone to contact us to learn more about enlisting the help of a Daily Money Manager!
I see you are based in Durand, WI. Do you only provide services in this area?
While our business is located in Wisconsin, with remote technology, Numb3rs R Us can serve anyone in any location. Travel costs may be added for any client outside a 30 mile radius when travel to our client is needed.
Why is it important that you are a member of the American Association of Daily Money Managers?
As a member of the American Association of Daily Money Managers (AADMM) and as an Accountant, I must adhere to a Code Of Ethics and high Standards Of Practice along with being independently background checked every two years.