Baker DMM

YOUR SOLUTION: Baker Daily Money Management

A Trusted Advocate Protecting Seniors’ Economic Security

Baker DMM was founded by Chris Baker, CPA to specifically deliver financial protection and peace of mind CPAs like Chris Baker are uniquely qualified to:

• Recognize the right time for financial caregiving
• Identify red flags signaling potential fraud
• Coordinate with various financial professionals to reach mutually beneficial financial goals
• Guide clients toward informed financial decisions Our Video Digest on YouTube has answers to daily money management challenges 24/7

Financial Services We Provide

Think forward, live in the moment

Does this surprise you?

If you’re caring for a senior loved one, you’re probably overseeing their money, too

A recent financial industry report revealed the primary task for those helping seniors with daily money activities is paying bills (65%), followed by monitoring bank accounts (53%), handling insurance claims (47%), filing taxes (41%), and managing investments (21%)

Most of us who are physically and mentally healthy manage to pay our bills, keep up with our mail, and handle our daily financial tasks on our own For others, the basic financial organization isn’t so easy…

A generally healthy, 80-year old man who, although a little forgetful at times, is frequently upset trying to complete daily financial tasks in today’s online banking environment.

A woman in her early 70s loses her husband. She’s forced to take over the finances, despite her reduced mobility and slightly impaired cognitive function due to early stage Parkinson’s disease.

A stroke survivor in his mid-60s insists on managing his own finances, notwithstanding his short-term memory loss and increasing inability to remember conversational topics.

• Have you suddenly and unexpectedly become a financial caregiver for someone you love?
• Have you noticed suspicious money activities in a senior loved one’s accounts?
• Do you see signs an elderly relative, or senior friend, might need help with their daily money management tasks?
• Are you fighting the consequences of senior financial fraud?

If you answered “yes” to any of these questions, meet Baker Daily Money Management…

How people feel about 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 ” Mike Davis 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 ” Farah HottleSenior 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 ” JimVice President, Financial Services