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678.828.4314

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

678.828.4314

3455 Peachtree Road NE, Suite 500
Atlanta, GA 30326

NEWSLETTERS

Q1-Q2 2018 Newsletter

May 16, 2018

Dear Clients, Partners, and Friends: We hope all has been well for you. It’s hard to believe, but Baker DMM is approaching 6 years in business. We would like to thank everyone who has been supporting our efforts to help people with disabilities and those that are aging with daily money management. Most of our clients are susceptible to financial fraud and exploitation,…

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Q2 2017 Newsletter

August 13, 2017

To all, We appreciate you taking the time to review our 2nd Quarter newsletter about older adults and managing of finances, and hope that you are doing well. Sincerely, Chris Baker, CPA, Managing Director Phone – 678.828.4314   Did you know…   The President’s Council of Advisors on Science and Technology (PCAST) is an advisory group of…

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Q1 2017 Newsletter

February 26, 2017

To all, We appreciate you taking the time to review our 1st Quarter newsletter about protecting seniors from financial abuse, and hope that you are doing well.   Did you know… Protecting Seniors from Financial Abuse and Fraud   Financial exploitation of elders by caregivers or scam artists is not new. But the extent of…

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Q4 2016 Newsletter

November 19, 2016

To all, We appreciate you taking the time to review our 4th Quarter newsletter about fraud and the Wells Fargo account fraud scandal in the news, and hope that you are doing well.   Did you know…   In September it was reported that employees of Wells Fargo – one of the largest U.S. banks…

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Q3 2016 Newsletter

October 11, 2016

Dear Friends, We appreciate you taking the time to review our 3rd Quarter newsletter about financial protection, and hope that you are doing well. Did you know… Nursing Homes and Thefts Thousands of residents in U.S. nursing homes and other long-term care institutions for the aged and disabled have had their personal savings raided or…

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Q2 2016 Newsletter

October 11, 2016

  Dear Friends,   We appreciate you taking the time to review our 2nd Quarter newsletter on handling financial matters, and hope that you are doing well.   Did you know…     Studies show that the ability to perform simple math problems, as well as handling financial matters, are typically one of the first…

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Q1 2016 Newsletter

October 11, 2016

Dear Friends,   We appreciate you taking the time to review our 1st Quarter newsletter on managing parent’s finances and cybercrime, and hope that you are doing well.   Did you know…     The Wall Street Journal recently published an article titled “The Difficult, Delicate Untangling of our Parents’ Financial Lives”. In this article,…

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Q4 2015 Newsletter

October 11, 2016

Friends and colleagues,   To kick off the New Year, we would like to show you a video testimonial from one of our busy professional Clients.       If you know of a busy professional who would benefit from our services, please feel free to share this video with them.   We appreciate you…

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Q3 2015 Newsletter

October 12, 2015

Friends and colleagues,   We appreciate you taking the time to review our 3rd Quarter newsletter. Check out this video testimonial from one of our Senior Adult clients.       If you know of a Senior who would benefit from our services, please feel free to share this video with them and/or their family members.   Sincerely, Chris Baker, CPA, Managing Director Phone…

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Q2 2015 Newsletter

October 12, 2015

Friends and colleagues,   We appreciate you taking the time to review our 2nd Quarter newsletter. For the remainder of the year, we are going to change up our format a little bit and show you a few video testimonials from some of our clients.   Please see the the video below for a testimonial from one of our young…

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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

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