Expense management with a purpose

Hello and good day!!

 

Thank you for visiting my page. 

My name is William Danner and I work with Charlotte area clients who are interested in organizing their daily expenses so their overall financial picture is less of a stress on them.  We all have some form of financial obligations, but sometimes we need someone to help point us in the right direction.  That is where I come in.  I look forward to meeting you and helping you gain peace of mind in handling your daily financial affairs. 

Allow me to help your financial picture become clearer.

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Mission Statement

Daily Money Matters Consulting is committed to enriching the lives of each client by putting their needs first and deliver value in the services offered to them.  DMMC seeks to develop and maintain long-lasting relationships based on trust and integrity.  Our services are aimed at helping clients feel confident about their financial future and make time for activities they enjoy, while maintaining overall control of their financial lives.

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What is a Daily Money Manager and why might you need one?

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A Daily Money Manager (DMM) is a financial professional who provides personal financial services to individuals, families, small business owners and others.  A DMM manages their clients’ personal daily money matters such as financial organization, paying bills, creating budgets and record keeping.

Daily Money Managers help to bring clarity and order to their clients’ daily financial matters. We can help limit exposure to fraud, overcharges and late fees.

 

You may need a Daily Money Manager if you are a:

• Busy Professional

• Part of a large family or household

• Person traveling abroad for a long time

• Active member of the Military

• Person new to the workforce

• Senior or an Older Adult

• Small Business Owner

• Person with Special Needs

 

Daily Money Matters Consulting offers assistance in the following areas:

• Bill payments & payment scheduling 

• Budget creation, expense tracking & management

• Statement reconciliation 

• Record retention 

• Records for tax season 

• Navigate online transactions

• Financial Coaching