Skip to content

678.828.4314

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

678.828.4314

3455 Peachtree Road NE, Suite 500
Atlanta, GA 30326

BLOG

who benefits from ddm

Who Benefits from a Daily Money Manager?

By Chris Baker | August 23, 2017

For those who are physically and mentally healthy, keeping up with day to day financial tasks such as mail review, bill pay, and overall financial organization are tasks we can typically manage on our own. However, what happens if our health changes? What if we get into a situation where it becomes difficult to manage…

Read More
elder abuse story

An Elder Abuse Story With A Positive Ending

By Chris Baker | August 9, 2017

We all know that, sadly, senior citizens are often the targets of elder abuse. A lot of times, this has to do with their personal finances. Many have handed over their entire life’s savings to complete strangers over Moneygram, Green Dot, Western Union or over a wire transfer. For many reasons, perpetrators never get brought…

Read More
elder abuse cases

Elder Abuse Cases Are on the Rise

By Chris Baker | August 4, 2017

For those of us with elderly parents, it’s almost unthinkable that anyone would be so heartless as to take advantage of them. Yet, every year, we hear about elder abuse cases where innocent elderly people are being maliciously conned out of their hard-earned money. Sadly, this problem doesn’t seem to be getting any better. Elder…

Read More
financial threats

Financial Threats Facing the Elderly

By Chris Baker | June 9, 2015

In a recent article in the Herald Tribune, reporter Barbara Peters Smith spoke with a general practice attorney named Jack Windt, who has extensive experience handling wills and trusts for the elderly. While we’re quite aware of the financial threats that face our many elderly clients, we were somewhat sobered by what Jack Windt had to say.   In…

Read More
senior money moments

Senior Money Moments May Have Serious Consequences

By Chris Baker | June 9, 2015

Getting older is a natural part of life, but unfortunately, it can also come with those senior money moments. For many people, this means momentary lapses in memory or judgment. However, it can also mean serious consequences when these issues affect one’s money. This is a great reason to have a daily money manager on your side, as…

Read More
protecting the elderly

Protecting the Elderly from Financial Abuse

By Chris Baker | June 9, 2015

It goes without saying that we all love our parents. This is why getting older, as a child, can often be difficult, as it sometimes means watching our beloved parents struggle. One especially challenging situation is when they’re struggling because other people are trying to swindle them for money. Such a crime is referred to as elderly financial abuse.…

Read More
identifty theft

7 Signs of Identity Theft

By Chris Baker | June 9, 2015

While the digital age has brought us countless benefits, unfortunately, it’s also meant a number of new challenges too. One of these is identity theft, something we all need to be vigilant about at all times. Here are seven signs you may be a victim of identity theft: Bills for Things You Didn’t Buy You should never…

Read More
identity theft

Free Advice to Protect Your Family from Identity Theft!

By Chris Baker | June 9, 2015

We recently received one of those chain emails that, despite being a chain email, actually had some pretty useful information about simple things you can do to protect your identity – and the contents of your wallet! In the interest of helping you, our clients, better protect yourselves from the dire consequences of identity theft, we figured we’d pass…

Read More
defrauded senior

A Sad Tale of a Defrauded Senior Citizen

By Chris Baker | June 9, 2015

If you’ve been keeping up with the news lately, then it’s possible that you heard about this story of a defrauded senior citizen. Regardless, we thought it was worth sharing, because it speaks to the financial peril that faces senior citizens throughout the country, including many of our clients.   Recently a family realized that their father, who…

Read More
mishandling financial docs

Mishandling Financial Documents Increases the Risk of Identity Theft

By Chris Baker | June 9, 2015

Even as businesses, credit card companies and banks continue to push most of their correspondence onto the Internet, the truth is that we still get a lot of paper mail piling up at home. If you’ve been a good citizen, then you’ve been dutifully keeping track of all of those credit card statements, bank statements and other similar financial…

Read More

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.”

Jim
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.

Contact us today!

  • Email

    admin@bakerdmm.com

  • Phone

    678-828-4314

  • Address

    3455 Peachtree Road NE, Suite 500
    Atlanta, GA 30326

Privacy PolicySitemap
Copyright © 2012-2019, All Rights Reserved
Design by:

50_Marketing-footer-sm