Team Money Management, LLC

06/09/2020

Binoculars
Binoculars have two lenses (a couple) looking at the same view (personal finances). One eye is stronger than the other, so the binocular lenses are adjusted to compensate to provide the best, clearest view. Both “eyes” (people) see the same view, but until the binoculars are focused, they cannot see the clearest view. Even then, they will each value an event, a color or shape more than the other. We all see value differently, but we must concentrate on refocusing the lenses to see the clearest and brightest view of what we value the most…and to get the best view of a financial future that will endure the stress of a pandemic or other unexpected “life” events.

A single person's view is like a telescope. You might focus on one star and miss the milky way. Choose a close friend or trusted professional to look through your financial binoculars with you so you may see the whole future more clearly. The view will constantly be changing. Set a time monthly, quarterly, or annually to focus and refocus to direct your finances toward the future you value.

Everything has changed this spring! Now is the perfect time to refocus your financial future. Adjust the lenses until you discover the path that leads toward the life you value. Enjoy the trip!

06/17/2016

How to find a trusted daily money manager for aging parents who need help managing accounts and other paperwork. One source of help can be the American Association of Daily Money Managers.

04/30/2016

I use Mint to track our bank and credit cards, and this seems to be another good source for personal use.
https://www.facebook.com/iYNAB/

✨Never worry about money again. Try YNAB free for a month! ⬇️

04/01/2016

When my in-laws became too incapacitated to handle their own affairs, my wife and I took over. A year and a half later, we’re still trying to figure it all out.

03/18/2016

Sometimes life gets in the way...
Last June everything was in place. The business plan was written, the website in place, the business cards and brochures printed, pens ready to hand out, and a list of people on my schedule as I focused on introducing myself and this new business.

That night, my husband had a stroke. My priorities suddenly changed. As I look back...I needed a daily money manager because the piles of mail quickly became overwhelming as I concentrated on other important tasks such as helping him function and focusing on keeping his business on track. Why did this happen now? Just when I was ready to go?

I have always given credit for the business model of Team Money Management LLC to God. It was His idea that I begin to pursue a college degree at age 60. I truly believe He directed me to the AADMM website where I discovered a name for what I had done for my mother-in-law for years - daily money management. He taught me a valuable lesson these past months, and my focus has changed to bringing together the "Team" and the clients rather than taking on the burden of several clients myself. The true value of this business model is the "Team" working together to provide support for our clients while protecting them from fraud.

One huge accomplishment for me last year was passing the exam for Professional Daily Money Manager certification (PDMM®) by AADMM (American Association of Daily Money Managers) in November. Keith was able to get around on his own by then, so I was able to attend the AADMM National Convention in Arizona. This was a refreshing and enlightening experience for me to learn from those who have been offering these services professionally for many years. The experience also reinforced the message that the "Team" concept is integral to providing our clients with the best possible alternative.

And so here I am, once again, at "go"! My intention is to do something each week day to get the message out. Today, I wrote a blog and set up the business page. And now to go meet that list of people....