Serving Seniors in the Greater Oklahoma City Metro Area
Peace of Mind Daily Money Management
Helping seniors remain independent
We bring peace of mind to
seniors and their families by managing financial, personal, and household tasks.
How does a Daily Money Manager help?
When you or your loved one needs assistance with routine personal financial tasks, document organization, finding available help, and more, Peace of Mind DMM is the partner you can trust. We can help as little or as much as you need on a temporary or ongoing basis.
Our services include bill paying, and bank and credit card statement reconciliation while looking for unnecessary or potentially fraudulent charges. We also help with document organization and retention, and finding needed services.
DMMs often step in to help during difficult times. We can temporarily take over tasks for someone recovering from an illness, injury, or surgery, which can be an elevated time of vulnerability to fraud or scams.
DMMs can help surviving spouses and families with the many responsibilities that accompany the end of a loved one's life. Working with other professionals such as probate attorneys and accountants, we can help ease the burdens, giving families more time for grieving and remembrance.
We can also provide relief to caregivers by taking on some of their responsibilities as needed.
Other DMM Services
Fraud and scam prevention, mitigation, and advocacy.
Access and mail management, reducing junk mail, spam email, and unwanted calls and texts.
Home inventory records and retention (with photos or video) for insurance, trust, or estate purposes.
Estate organization by compiling a personalized workbook with copies of important legal documents and listing your debtors, creditors, assets, liabilities, account numbers, passwords, and contacts.
Other services can include writing "don't forget to ask" notes for doctor visits, arranging rides or small home repairs, and dealing with creditors.
We help with little things that can be as important as big things, like mobile phones, TV remote controls, or computer questions.
How can a DMM help YOU?
We can save you money
We find ways to lower your costs. We pay your bills on time, avoiding late charges and utility cut-offs. We help you avoid unnecessary or fraudulent charges by reconciling your bank and credit card accounts each month.
We make sure you don't overlook important tasks
We ensure tasks like paying your property taxes and filing your tax returns get done. We organize tax documents and forward the documents to your accountant, or contact one of our pre-screened tax professionals on your behalf.
We can help protect you from fraud and scams
Your DMM will help you recognize potential problems from fraud involving your credit cards or bank account to email or social media scams. If you've already been a victim, we know what to do to help set things right.
Can I contact you about my loved one?
Yes! Whether it's easing the burden of being a caretaker or alleviating the worries of those who don't live near their elder loved ones, we're here to help.
We understand you may be uncomfortable with a stranger helping you with your finances. Peace of Mind Daily Money Management was founded on the principles of impeccable integrity and uncompromising ethics.
We do not take your trust lightly. We continually work to earn and keep it. Our reputation and your satisfaction allow us to continue serving seniors' needs in the Oklahoma City metro area.
Our employees go through a comprehensive background check by Global Investigative Services, Inc., agree to adhere to our Code of Ethics, and undergo extensive supervised training. We are also bonded and insured.
