Personal Daily Money Management

As a Daily Money Manager (DMM), Lynne brings years of experience to assist individuals on a variety of record keeping tasks.  With an action plan customized to fit your needs and budget, LMC is your trusted advisor in the areas of:

Bill payments and follow up to ensure bills are not being paid twice;

· Reconciling bank accounts and investment statements;

· Bank deposits;

· Organization of tax documents;

· Negotiating with creditors;

· Reviewing medical insurance bills and submitting proper documents for claims;

· Organization of files;

· Referral resource for attorneys, CPAs, investment and financial advisors and other professionals;

· Notary Services;

· Limited Power of Attorney;

· Payroll for home employees, including all federal and state withholding requirements;

· Financial counseling;

· Budgeting;

· Debt reduction action plans.

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Pompton Plains
NJ 07444

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