Daily Money Management

Warren Averett’s Daily Money Management Team offers strategic and coordinated money management services to individuals and families of all ages as they transition through life. Whether you’re a young athlete, beneficiary or entrepreneur managing sudden wealth, a busy professional who can’t find time to oversee your personal banking or investment accounts, or a senior adult who wishes to maintain an independent lifestyle, Warren Averett Daily Money Management Services (DMMS) can help. We provide a suite of services to manage your routine financial tasks, giving you more time to enjoy the important things in life.

Our team provides highly specialized services by developing a comprehensive plan specific to each client, ensuring that their personal financial goals are met.

Our services run the gamut from personal and lifestyle management support to accounting and tax services. This includes, but is not limited to:

Expense Management

  • Bill payment and deposit of receipts for multiple properties
  • Record keeping help with all banking and financial transactions
  • Bank and investment statement reconciliation
  • Reporting of monthly financial activities
  • Organizing of ledgers for year-end tax preparation

Oversight and Assistance

  • Mail receipt and sorting
  • Review of credit card and checking account statements for unusual activity
  • Client Alerts for account activity fluctuations
  • Paperless storage of all invoices received and expenses paid
  • Evaluation of insurance coverage and recommendations for additional coverage, such as long-term care insurance

Other

  • Payroll services for domestic or small business employees
  • Medical claim services
  • Cash flow planning and projections
  • Liaison between client and financial institution, vendors, etc.

FAQs

  • The athlete, trust beneficiary or entrepreneur who desires to build good financial habits, but needs assistance with managing sudden wealth
  • The busy executive who wants to maintain a burden-free lifestyle
  • The retired executive who is accustomed to having an administrative assistant
  • The senior adult who wants to maintain an independent lifestyle but may need some day-to-day assistance
  • The family caretaker who is overseeing financial matters for their aging parents or other loved ones

Our services run the gamut from personal and lifestyle management support to accounting and tax services. Some of our most popular services include:

  • Bill payment
  • Recording keeping with all banking and financial transactions
  • Bank and investment statement reconciliation
  • Reporting of monthly financial activities
  • Organized ledger for year-end tax preparation
  • Domestic/caregiver payroll and payroll tax filings
  • Evaluation of insurance coverage and recommendations for additional coverage, such as long-term care insurance.
  • Assist Seniors with Social Security and Medicare enrollment
  • Assistance with selection of retirement home
  • Insurance coverage evaluation
  • Travel accommodations and planning
  • Manage vacation homes and rentals
  • Assistance with purchasing/selling homes and autos
  • Oversight of credit card activity for unusual activity
  • Bank and credit card dispute resolution
  • Liaison between other professionals
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