Privacy Policy and Code of Ethics

  Privacy Policy

At Peace of Mind DMM, we value you as a client and share your privacy concerns.  Our Privacy Policy describes our use and protection of nonpublic personal information.

• We do not sell or give away any client information.

• We have access to the personal information you voluntarily give us via direct contact, email, or forms. Your personal information is never provided to a third party unless necessary when performing our services to you and with your knowledge.  When we disclose information, we provide only the information necessary and relevant for the third party to complete the requested service.  

• We have established physical, technical, and organizational measures to protect client information.

Webpage Privacy Policy

Personal Information

We have access to the personal information you voluntarily give us via direct contact, email, or forms. Your personal information is never sold or provided to a third party unless necessary when performing our services to you and with your knowledge. Your information is maintained in a secure environment under password protection. 

Cookies

This website uses cookies. A cookie is a piece of data stored on a site visitor’s hard drive to help us improve your access to our site and identify repeat visitors. This use of cookies contains no personal identification information.

Google Analytics

We use Google Analytics software that records anonymous user data, including how you arrived at our website (search engine, a referral from another site, etc.). It also records how much time you spend on our website and which pages you visit. This data allows us to understand the information people are interested in when they visit our website and guides our content and layout decisions. No personally-identifying information is included in the reports. 

This privacy policy is up-to-date as of 7/3/2021. We will post changes to this policy here. If you'd like a copy, please call 405-934-5082 or email debbie@peaceofminddmm.com.

Code of Ethics

Peace of Mind Daily Money Management adheres to the Code of Ethics of the AADMM:

The American Association of Daily Money Managers is committed to promoting high standards of client services provided by its members.

As Daily Money Managers (DMMs), we assist clients who have difficulty managing their personal monetary and/or business affairs. As DMMs, we are not acting as accountants, financial advisors, or attorneys unless separately educated and properly licensed to do so.

DMMs shall have concern for the well-being of their clients.

DMMs shall treat clients, their family members, colleagues, and other professionals with fairness, discretion, and integrity.

DMMs shall not exploit their clients financially, socially, emotionally, sexually, physically, or in any other manner.

DMMs shall avoid those relationships or activities that interfere with professional judgment and objectivity.

DMMs shall disclose in writing any affiliations, association, or interest that may pose a potential conflict of interest or the appearance of impropriety.

DMMs shall strive to ensure fees are fair, reasonable, and commensurate with the services performed.

DMMs shall take reasonable precautions to avoid harm to the client or their property.

DMMs shall respect the rights of their clients.

DMMs shall protect the client’s right to privacy and confidentiality in accordance with the laws of the state where the services are performed.

DMMs shall achieve and maintain high standards of competence.

DMMs shall accurately represent their professional experience and training and shall not act in any capacity for which they are not separately educated and properly licensed.

DMMs shall keep current with issues affecting their clients (health insurance, consumer fraud, etc.) and maintain all licenses, registrations, certifications, and insurance required by law to perform their services.

DMMs shall refer clients to other service providers or consult with the other service providers when additional knowledge and expertise are required.