I am facing a physical or cognitive impairment that hinders my ability to manage day to day financial tasks.
Paying bills, reconciling statements, fighting with online services, and completing financial and/or insurance paperwork is too time-consuming and disruptive at this point in my life.
I am unable to properly monitor my financial accounts for unusual or fraudulent transactions.
My daily money management tasks feel overwhelming, are out of control, and/or just too time consuming.
I want a trusted partner with whom I can discuss daily and long-term money management activities to help me protect my financial health and assets.
I am trying to protect an inheritance from scammers and/or other family members.
I have an elderly relative, or friend, determined to maintain their independence regardless of financial competency.
I am concerned about an older person’s financial health.
I live too far away from a senior I care about to help with their daily money management tasks.
I know a senior whose house is increasingly disorganized.
I have seen unopened mail, including unpaid bills, piling up at a senior friend or loved one’s home.
I discovered medicines not prescribed to the elder listed on a receipt or detailed on an insurance report.
I noticed missing valuables from a senior friend or loved one’s home.
I saw suspicious signatures on documents even though the senior I care about is still capable of writing.
A new “trusted friend” seems to be isolating the senior from his/her family.
I noticed a new address on the aging person’s financial statements, even though they have not moved or purchased any property.
The senior unexpectedly changed their will (or medical/durable power of attorney (durable or medical).
I heard a new acquaintance express a desire to live with the aging adult.
There is a new caretaker in the elderly person’s home.
I recently learned utilities were turned off at the senior’s home, even though this person has money to pay the bills.
An elderly person I care about is a widower (or widow) and does not have family or trusted friends nearby.
The people who live near my aging friend (or relative) do not get along so I do not know who to trust with daily money management help.
I suspect a family member might be taking advantage of an elderly person I care about.
“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.