Does this surprise you?
Almost all senior caregivers are also financial caregivers.
About 20 million Americans became caregivers in 2016; 92% of whom also have responsibilities as financial caregivers.
Getting to know Baker DMM
In 2012 Chris Baker, CPA was introduced to the growing social need to protect seniors from financial fraud and elder abuse. Blending his entrepreneurial spirit with an absolute commitment to long term service relationships, he founded Baker Daily Money Management (Baker DMM). In this new capacity, Chris pivoted from conducting Sarbanes-Oxley Act compliance audits which help protect investors by improving the accuracy and reliability of corporate disclosures, to shielding seniors and their families from elder financial abuse.
Seven years later, Baker DMM is a full-service financial services firm enhancing client lives by safeguarding their economic security. Baker DMM’s fiercely loyal client base is built on Chris's strong community presence and personal sense of duty to protect seniors’ fiscal health while supporting their financial caregivers.
Chris Baker, CPA
OUR PURPOSE
As a leading financial services company, Baker DMM strives to positively impact our society by providing results to our clients through performance excellence. We work with people, not businesses, and we listen before we talk. We protect personal data, respect boundaries, and guard privacy. We give our clients peace of mind by delivering trustworthy accounting and financial services.
OUR MISSION TO SERVE
Become a trusted partner by helping our clients maintain excellent financial health through affordable solutions to daily money management problems.
OUR VISION FOR TOMORROW
Seniors and their caregivers have access to affordable, honest, and expert daily money managers.
We promise to:
Act decisively
Respond quickly
Model integrity
Respect privacy
Take a personal interest
Deliver useful information
Memberships:
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.
