A personal approach

to daily money management for seniors

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THE PROBLEM: A national crisis with seniors losing up to $36 billion a year to financial fraud

Without the right support, individuals suffering from physical or cognitive impairments become prime targets for financial fraud, a very real type of elder abuse.

Studies as recent as 2015 suggest financial fraud among the elderly may cost seniors as much as $36 billion a year. Loss of economic resources can be devastating, and especially post-retirement given the limited if any, replacement income. Financial gerontologists warn of senior economic abuse impacting adult children, and even taxpayers, as much as, if not more so, than the actual fraud victim. With their economic security gone, someone has to provide the food, shelter, and medical care the senior can no longer purchase themselves. Dreams of seeing the world, or sharing a legacy with children and grandchildren, can evaporate without a financial coordinator monitoring bank accounts and assets.

YOUR SOLUTION: Baker Daily Money Management

A Trusted Advocate Protecting Seniors’ Economic Security

Baker DMM was founded by Chris Baker, CPA to specifically deliver financial protection and peace of mind. CPAs like Chris Baker are uniquely qualified to:

  • Recognize the right time for financial caregiving
  • Identify red flags signaling potential fraud
  • Coordinate with various financial professionals to reach mutually beneficial financial goals
  • Guide clients toward informed financial decisions

Baker Daily Money Management (Baker DMM) helps protect seniors from financial fraud. By providing reliable financial monitoring, we minimize surprises, offer seniors and their financial caregivers more leisure time, and facilitate calmer interactions between all involved. By maintaining their economic security, seniors are better able to age in place, with dignity and freedom, rather than relying on adult children or government agencies for assistance. Read Our Story; discover Solutions for You, including Who We Help and How We Help; discover our Client Stories; find Answers about financial caregiving such as how to protect an aging relative’s financial health and what working with Baker DMM means; explore our Quick Links for financial and elder care resources; or simply Contact Us right now.

Our Video Digest on YouTube has answers to daily money management challenges 24/7.

Financial Services We Provide







Think forward, live in the moment

Does this surprise you?

If you’re caring for a senior loved one, you’re probably overseeing their money, too.

A recent financial industry report revealed the primary task for those helping seniors with daily money activities is paying bills (65%), followed by monitoring bank accounts (53%), handling insurance claims (47%), filing taxes (41%), and managing investments (21%).

Most of us who are physically and mentally healthy manage to pay our bills, keep up with our mail, and handle our daily financial tasks on our own. For others, the basic financial organization isn’t so easy…

A generally healthy, 80-year old man who, although a little forgetful at times, is frequently upset trying to complete daily financial tasks in today’s online banking environment.

A woman in her early 70s loses her husband. She’s forced to take over the finances, despite her reduced mobility and slightly impaired cognitive function due to early stage Parkinson’s disease.

A stroke survivor in his mid-60s insists on managing his own finances, notwithstanding his short-term memory loss and increasing inability to remember conversational topics.

  • Have you suddenly and unexpectedly become a financial caregiver for someone you love?

  • Have you noticed suspicious money activities in a senior loved one’s accounts?

  • Do you see signs an elderly relative, or senior friend, might need help with their daily money management tasks?

  • Are you fighting the consequences of senior financial fraud?

If you answered “yes” to any of these questions, meet Baker Daily Money Management…

How people feel about Baker DMM:

“Baker DMM provided me with a comprehensive look at my personal financial situation. Establishing a budget and receiving their monthly financial reports were invaluable to me. I now have a concrete plan for managing my cash-flow more efficiently and will be able to better handle my personal finances moving forward.”

Mike Davis
Commercial Real Estate Services

“Baker DMM has been a tremendous resource in helping us organize our financial affairs, think about our long-term goals, and move in the right direction to achieve those goals. We are very grateful to Baker DMM. Chris Baker is a fair, honest, and diligent professional and who always made himself readily available if we had questions. We will continue to recommend Baker DMM to family and friends.”

Farah Hottle
Senior Consultant at Vaco Resources

“Baker DMM took the time to clearly understand what I was looking for. They were right on target with the following: 1.) Understanding my needs 2.) Making sure I knew what to expect during the engagement 3.) Being on-time completing the project 4.) Above all, they followed up with me to make sure they completed the work to my satisfaction and explained and presented the completed work to me.”

Vice President, Financial Services

“I have had a professional working relationship with Chris for the past 5 years. He is a person of unquestionable integrity who is dedicated to producing quality work while maintaining a professional, yet personable, relationship with clients.”

Jeff Pruet
Compliance Manager, Bluelinx Holdings, Inc.

Baker DMM Daily Money Management Services and Financial Caregiving for Seniors Financial Caregiver Badge

Baker Daily Money Management is your economic first responder...

... guarding against theft, reducing exposure to financial fraud, and protecting family assets. Our clients hire us on their terms, for limited or extensive services. As their financial advocate, our clients invite us into their homes or join us in our offices to assist them with everything from mail review to bill paying to long-term financial decision making. We’ll design your financial caregiving plan according to a proven, reliable process then flex it to meet your specific needs.

  • Are you holding back on making time-sensitive decisions on behalf of an aging or ailing family member?

  • Do you have an action plan if you suddenly become a financial caregiver?

  • How will this new role impact your standard of living or alter your lifestyle?

At Baker DMM, all your questions matter so let’s get your answers now.

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