678.828.4314

3455 Peachtree Road NE, Suite 500 | Atlanta, GA 30326

678.828.4314

3455 Peachtree Road NE, Suite 500
Atlanta, GA 30326

CLIENT STORIES

Does this surprise you?

Keeping track of caregiving expenses is difficult.

Out of 2000+ caregivers recently surveyed, 52% had no idea how much they’d spent year to date on caregiving-type expenses such as transportation, paying bills, routine household expenses, or even for medical treatments. More so, 45% could not even estimate how much they’d spent in the last month!

Baker DMM can make a difference for you, too!

This collection of client reviews, compliments, and insights describes all the ways seniors, and their loved ones, appreciate Chris’s general professionalism as well as Baker DMM helping them address the challenges of financial caregiving, from tracking expenses to maintaining dignity and independence.

JIM

Vice President, Financial Services

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.

BARB S. GOUINLOCK

daughter of Jim Gouinlock

Baker DMMs advice and suggestions have been even more helpful than the financial reports provided each month.

 

Learn More About How Baker DMM Has Helped Barb and Her Dad

MIKE DAVIS

Commercial Real Estate Services

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.

FARAH HOTTLE

Senior Consultant at Vaco Resources

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.

COLMAN BRYANT

Chris became the liaison between me and my former landlord once he retired. Not only was he extremely professional and timely in his correspondence and handling of housing-related issues, but he even went out of his way to help resolve a major and longstanding dispute I had with the city’s watershed management over a series of issues they had on their end that resulted in me being erroneously billed for tens of thousands of dollars. I was unable to resolve the dispute myself after over a year of jumping through all of their hoops, but Chris got it knocked out quickly and with a fair resolution. If that wasn’t enough, he’s also a standup guy you could have a beer with! I highly recommend working with him!

DR. ALFRED DWAYNE JENKINS

Oncologist Gynecologist

Service excellence is Baker DMMs passion.

Stephanie Woods

We hired C. Baker to help manage our spend. He did the data analytics, and it was surprising to see how much of our income we wasted each month. It removed the blinders we had on, and gave us the answers we needed. It helped us see the good, but more importantly the bad spending behaviors we had created for ourselves. He showed us the problems to fix. Highly recommend Baker DMM. On a side note Chris is extremely professional, trustworthy, friendly, and easy to work with.

Nicholas Meli

Baker DMM is highly credentialed, trustworthy and detail-oriented. Chris Baker's integrity is above reproach. If Baker DMM cannot address your challenges outright, then they have a deep network of tax, legal and financial professionals they partner with who can assist. I am a Baker DMM client and wholeheartedly recommend them to family and friends.

Jared Davis

Chris at Baker DMM was very helpful in helping me set up a plan to track where my money was going. He was also able to offer tips on things I could do to improve my finances. I've tried "apps" and things in the past to help with my finances but none of those helped as much as my time spent with Chris.

Chris is also just a friendly person to work with, which is important to me.

I highly recommend!

Mike Davis

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.

Barb Gouinlock

Informative and current, DMM shows me where my money went. Easy to understand graphs and spreadsheets. DMM has helped me out a number of times. Dedicated staff.
I strongly recommend for those who need some financial planning and aid.

Heather Jamison

Baker DMM helped me out tremendously with my transition from graduate school to early careerist. They are professional, knowledgeable, and dependable. I would highly recommend their services for you or your family.

Laura Silverman, LCSW

Chris is practical and gets "real -life" issues around money. I never hesitate to refer clients to him for help getting control of their financial life.

Jamie Collins

Chris was extremely helpful. We really appreciate that he went above and beyond what he needed to do for us.

Barb Gouinlock

The service that Chris Baker provides has made him seem like part of the family! I don't know how we muddled through our finances prior to hiring Baker DMM. His honesty, quick responses, service and advice have been invaluable.

Diane Melnick

Very responsive and understood my situation well. Thoughtful follow-up.

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.

Contact us today!

  • Email

    admin@bakerdmm.com

  • Phone

    678-828-4314

  • Address

    3455 Peachtree Road NE, Suite 500
    Atlanta, GA 30326

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