Serving Seniors in the Greater Oklahoma City Metro Area
Peace of Mind Daily Money Management
Helping seniors remain independent
We bring peace of mind to
seniors and their families by managing financial, personal, and household tasks.
How does a Daily Money Manager help?
When you or your loved one needs assistance with routine personal financial tasks, document organization, finding available help, and more, Peace of Mind DMM is the partner you can trust. We can help as little or as much as you need on a temporary or ongoing basis.
DMMs often step in to help during difficult times. We can temporarily take over tasks for someone recovering from an illness, injury, or surgery, which can be a time of vulnerability to elder fraud.
DMMs can help surviving spouses and families with the many responsibilities that accompany the end of a loved one's life. Working with other professionals such as probate attorneys and accountants, we can help ease the burdens, giving families more time for grieving and remembrance.
We can also provide relief to caregivers by taking on some of their responsibilities.
When you have better things to do
If you'd rather do something besides pay bills, you should!
Many people who use Daily Money Managers do so because they want to spend time doing things they love to do. Whether spending time with family, friends, vacationing, or learning something new, a DMM can help.
In handling routine tasks such as paying the bills and reconciling bank and credit card accounts, DMMs free our clients to enjoy life to the fullest.
Can I contact you about my loved one?
Yes! Whether it's easing the burden of being a caretaker or alleviating the worries of those who don't live near their elder loved ones, we're here to help.
How can a DMM help YOU?
We can save you money
By analyzing your expenses, we find ways to lower your costs. We pay your bills on time, avoiding late charges and utility cut-offs. We help you avoid unnecessary or fraudulent charges by reconciling your bank and credit card accounts each month.
We make sure you don't overlook important tasks
We ensure tasks like paying your property taxes and filing your tax returns get done. We organize tax documents and forward the documents to your accountant, or contact one of our pre-screened tax professionals on your behalf.
We help when you have poor vision or difficulty writing
Your DMM will help you fill out forms and applications, making sure they’re right the first time. We also help you with reading and understanding documents.
It may be as simple as helping you with your phone, computer, or various remote controls. Your DMM is there to make your life easier. Sometimes, it's the little things that do just that.
We understand you may be uncomfortable with a stranger helping you with your finances. Peace of Mind Daily Money Management was founded on the principles of impeccable integrity and uncompromising ethics.
We do not take your trust lightly. We continually work to earn and keep it. Our reputation and your satisfaction allow us to continue serving seniors' needs in the Oklahoma City metro area.
Our employees go through a comprehensive background check by Global Investigative Services, Inc., agree to adhere to our Code of Ethics, and undergo extensive supervised training. We are also bonded and insured.
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