The Operating System for DMM Firms

Run Your DMM Practice
Like a Well-Oiled Machine

Helping Daily Money Management firms streamline operations, improve visibility, and create a better experience for staff, clients, and families.

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Professional reviewing financial documents at a desk
Sound Familiar?

The Challenges Growing DMM Firms Face

You got into Daily Money Management to help people. But somewhere along the way, the operations got complicated.

Scattered Client Files

Client files scattered across systems and inboxes with no single source of truth.

No Capacity Visibility

No clear picture of capacity or team workload — it's hard to know who's stretched thin.

Slow Client Onboarding

Onboarding new clients takes longer than it should, creating friction for families who need help now.

Reporting Overload

Reporting feels like a full-time job — pulling together data that should already be organized.

Too Much Manual Work

Staff spending time on tasks that should be automated, leaving less energy for clients.

Unclear Growth Trajectory

It's hard to know if the business is growing sustainably or just getting busier.

Introducing

The DMM Operating System

The DMM Operating System is a complete operational framework built specifically for Daily Money Management firms. It's not software — it's a way of running your business that brings together your processes, your team, and your client experience into one coherent, organized system.

Documented Processes

Clear, repeatable workflows your team can follow without having to ask — so quality stays consistent whether you're in the office or not.

Complete Visibility

Know exactly what's happening in your practice — capacity, workload, client status — without chasing down updates or digging through inboxes.

Ongoing Partnership

We're not a project and out the door. We stay engaged, refine what's working, and help your system grow as your firm grows.

How the DMM Operating System Works

A clear, three-step process built around how DMM firms actually operate

  • 1

    Assessment

    We map your current operations, understand how work flows through your practice, and identify exactly where the opportunities are. You leave with a clear picture and a prioritized roadmap.

  • 2

    Implementation

    Together, we design and build your custom operating system — workflows, client processes, reporting, and visibility tools tailored to your firm's size and service model.

  • 3

    Partnership

    You're never on your own. After implementation we provide ongoing support to refine, improve, and scale your operating system as your practice grows.

Simple Pricing

Straightforward Monthly Plans

A flat monthly retainer covers ongoing requests, system upkeep, and simple updates. Build-outs — when you need something custom designed from scratch — are scoped and priced separately.

Solo DMM

$750/month

For solo practitioners who want consistent operational support without hiring staff.

  • Ongoing operational requests
  • System upkeep and maintenance
  • Simple updates and improvements
  • Monthly check-in call
  • Priority email support
Get Started

Build-outs scoped & priced separately

DMM Team

$2,000/month

For growing teams who need consistent operational support across the whole firm.

  • Everything in Solo
  • Team workflow support
  • Staff-facing process documentation
  • Capacity and workload guidance
  • Quarterly strategic review
Get Started

Build-outs scoped & priced separately

Not sure which plan fits? Schedule a discovery call — we'll help you figure it out.

Ready to Build Your DMM Operating System?

Schedule a complimentary discovery call. We'll spend 30 minutes learning about your practice and showing you exactly how the DMM Operating System could work for you.

Schedule a Discovery Call