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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 2015 Newsletter

April 22, 2015

Friends and family,   We appreciate you taking the time to review our 1st Quarter newsletter about seeking help from the right financial professional, and hope that you are doing well.   Sincerely, Chris Baker, CPA, Managing Director Phone – 678.640.8512     Did you know…     Police: Sarasota, FL CPA stole $200K from 92-year-old…

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Q4 2014 Newsletter

March 22, 2015

Family & friends, We hope you enjoyed the Holidays and that your New Year is off to a great start. We appreciate you taking the time to review our 4thQuarter newsletter about financial exploitation of the elderly, and hope that you are doing well.   Sincerely, Chris Baker, CPA, Managing Director Phone – 678.640.8512    …

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Q3 2014 Newsletter

December 23, 2014

Dear Friends and Family,   We appreciate you taking the time to review our 3rd Quarter newsletter on financial illiteracy, and hope that you are doing well. Sincerely,     Chris Baker, CPA, Managing Director Phone – 678.640.8512     Did you know…     Financial Illiteracy is costing millions of people billions of dollars:While schools offer…

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Q2 2014 Newsletter

December 23, 2014

Dear Friends and Family,   We appreciate you taking the time to review our 2nd Quarter newsletter on elder abuse awareness, and hope that you are enjoying the summer.   Sincerely,     Chris Baker, CPA, Managing Director Phone – 678.640.8512     Did you know…     June 15th was World Elder Abuse Awareness Day.…

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Q1 2014 Newsletter

December 23, 2014

    Too many of us have the wrong philosophy when it comes to money. We denigrate it – we don’t always understand the value of money and it’s importance. We’re taught from an early age that money can’t buy happiness, and that’s very true. However, money is a means to an end – it’s…

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Q4 2013 Newsletter

December 23, 2014

In late 2013 Baker DMM was hired by a young family located in Richmond, Virginia to help them with long-term daily money management and income planning. The couple’s main concerns were being able to pay off their current debts and implementing a savings plan. Baker DMM has successfully helped the couple:     Establish a system…

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Q3 2013 Newsletter

December 23, 2014

  For our 3rd Quarter review, we want to give you an idea of how we continue to provide effective solutions and personalized service to one of our elder clients: Mr. James S. Gouinlock, Professor Emeritus of Philosophy at Emory University in Atlanta, Ga. Mr. Gouinlock is a philosopher and the author/editor of six books,…

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Q2 2013 Newsletter

December 23, 2014

            Client Success Stories…   For our 2nd Quarter recap, we want to give you an idea of how we continue to provide effective financial solutions and services to one of our professional clients – Dr. Alfred Dwayne Jenkins, Gynecologist Oncologist, Houston, Texas. Dr. Jenkins is credited with performing the first…

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Q1 2013 Newsletter

December 23, 2014

  Baker DMMs Chris Baker and Merrill Lynchs Tom Hayes are partnering with the Atlanta Chapter of the Notre Dame Alumni group to provide a 1-hour presentation on daily money management and wealth management. The presentation will be held in Buckhead, GA on Thursday, March 21 at 7PM. The cost is free for members of the Atlanta…

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Q4 2012 Newsletter

December 23, 2014

  1. Baker DMM is happy to announce that Chris Baker was admitted to the Florida Institute of CPA’s (FICPA) CPA Elder Planning and Support Services Committee for Fiscal 2012. If you are going to be in the Tampa area on October 26, 2012, please try and attend the Inaugural Elder Planning Symposium – 2012. The conference is being…

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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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