How Baker DMM Helps Seniors Stay Financially Healthy - PowerPoint PPT Presentation

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How Baker DMM Helps Seniors Stay Financially Healthy

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  1. DOES BARB’S STORY SOUND FAMILIAR? How Baker DMM Helps Seniors Stay Financially Healthy Barb G. reached out to Chris Baker, certified public accountant and founder of Baker DMM when she couldn’t understand why she and her elderly father were unable to meet their monthly financial obligations. Now long-time Baker DMM clients, they’re enthusiastically sharing their story, hoping to help others in similar situations. Based on a thoughtful referral from a friend, Barbara, and her father Jim, welcomed Chris into their financial lives to learn how to change their cash flow and better manage Jim’s financial security as he aged. Chris thoroughly reviewed spending patterns, billing statements, account records, and assets, intentionally looking for warning signs of fraud or financial abuse. As Barbara shares in her testimonial, Baker DMM presented a livable budget, helping her and her father save money by controlling their spending. Most important, they learned how much damage senior financial abuse could cause. And, as a result, engaged Baker DMM to provide a range of necessary daily money management services and complete peace of mind. Now Baker DMM watches for signs of fraud or theft, especially in Jim’s accounts, while Barb and Jim enjoy their time together. Contact Details: Address– 3455 Peachtree Road NE, Suite 500 Atlanta, GA 30326 Phone Number– 678.828.4314 Fax Number - 678.550.8978 Company Email ID– admin@bakerdmm.com Website: https://www.bakerdmm.com/