Does this surprise you?
You need a break to avoid burning out.
Respite is essential in preventing burnout and keeping caregivers healthy yet 1 out of 3 caregivers who want relief, do not get it.
Trustworthy Support with Daily Money Management Tasks
As a certified public accountant, Chris Baker sets higher standards for himself and his team. They go beyond routine bookkeeping to compassionately and respectfully assess how individuals manage their daily financial activities. As a son, he recognizes the emotions surrounding aging in place and end of life challenges, as well as the profound desire to preserve independence, dignity, and preserving family legacy.
Most people, especially those new to the role of financial caregiver, are unfamiliar with the idea of “daily money management.” They are usually surprised to learn that protecting a senior loved one’s economic security doesn’t have to be an overwhelming or all-consuming task. Sure, every family situation is different but Baker DMM still begins each client relationship with a genuine desire to help relieve daily financial management burdens while maintaining independence and dignity.
Assuming responsibility for a loved one’s bookkeeping, reconciling credit card statements, and keeping up with bill payments can be daunting. Uncertainties and concerns seem endless. So, no matter how far-fetched a question might seem, you need answers. Baker DMM has easily understood useful, and respectful information. We’re available via email, text, or phone and will respond to all communications within one business day.
Let’s talk about how Baker DMM can assist you, or an aging loved one, do things like pay bills on time and monitor accounts for potential fraud or identity theft.
Who We Help:
Seniors, Their Family Members, and Financial Caregivers
Natural aging brings diminished physical and/or mental capacity as well as increased possibilities of dementia and Alzheimer’s disease. As baby boomers cross into retirement, these unwanted consequences of aging challenge them, and often their adult children, to adjust all kinds of activities, including daily money management tasks. Family members often find themselves unexpectedly thrown into the caregiver role, charged with protecting a senior loved one from financial fraud and safeguarding family assets. Baker DMM was purposely built to bring seniors and their families financial peace of mind by supporting them on this journey.
People in all types of economic, social, and personal situations trust their daily money management tasks to Baker DMM including:
Baker DMM helps seniors, or their caregivers, simplify and organize daily money management activities. When assisting with an aging relative’s financial tasks becomes overwhelming, we lighten the load. When people spend more hours untangling bank statements than enjoying their lives, we bring back their free time. Wondering if you, or a loved one, need Baker DMM? Consider the following questions then use our checklist to help you decide:
How We Help:
Safeguarding Financial Health
Partnering with a Certified Public Accountant (CPA) to help navigate daily financial tasks might seem a bit over the top. But, in today’s high-speed, fully digitized, open-access world, hiring a professional daily money manager to help protect family assets from financial fraud, or a senior loved one’s economic security, is often a necessity.
Your daily money management life gets easier as we go to work on your behalf. Baker DMM’s one-to-one approach:
Means every phone call is between you and a real person. No automated systems repeating one-size-fits-all messages
Assures you we’re making time to understand your goals and objectives
Grants you regular opportunities to update Baker DMM regarding your, or a loved one’s, financial economic status
Creates open access to Baker DMM resources including senior care experts, to answer aging-related questions
Empowers you to confidently make daily, and long-term, financial decisions
Reduces your burden as the sole financial caregiver
Brings your peace of mind knowing a trusted advocate is protecting your, or a senior family member’s, financial welfare
During our initial discussions, we’ll help you decide which of our services solve your daily money management problems as quickly and thoroughly as possible. Where would you like to start? We can assist with:
Financial monitoring of bank accounts and credit cards, especially to detect signs of fraud
Budget implementation and management
Mail review, particularly to track important financial documents
Understanding new financial technology, including setting bill paying and online banking
Monthly financial reporting
Serving as power of attorney
Short term purchase decisions and long-term financial choices
Once we agree to work together, we’ll customize your Letter of Engagement (LOE) detailing:
Frequency of services
Duration of services
Payment terms (ongoing services are priced monthly, or you can engage Baker DMM at $100/hour as needed)
Composure. Integrity. Reliability. Trustworthiness. Expertise. Patience. Kindness. Ready now. Baker DMM.
By the way, if you found our website searching for something currently beyond our scope of services, contact us and we’ll help you connect with whatever trustworthy professional you are looking for.
Listen to clients Jim and Barb describe the financial peace of mind and freedom they depend on from 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.”
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.”
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.”
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.”
Compliance Manager, Bluelinx Holdings, Inc.