Daily Money Managers

Built for Daily Money Management Firms

CRM and operations consulting designed around how DMM firms actually work — client relationships, compliance, and the trust that holds it all together.

All engagements begin with a complimentary 30-minute discovery call.

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 information spread across systems and inboxes with no single source of truth.

No Capacity Visibility

No clear picture of team workload — hard to know who's stretched thin before it becomes a problem.

Slow Client Onboarding

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

Reporting Overload

Pulling together client reports feels like a full-time job — time that should go to clients.

Too Much Manual Work

Staff spending hours on tasks that should be automated, leaving less energy for client care.

Unclear Growth Trajectory

Hard to know if you're growing sustainably — or just getting busier without the systems to support it.

Pricing

Simple, Transparent Pricing

Two ways to work together. One-time projects billed hourly; ongoing support available as a monthly retainer.

Hourly & Project Work

$150/hour

For one-time projects, assessments, and strategic consulting. We scope the work together before we begin — you know exactly what you're getting and what it costs.

  • Operational assessments & roadmaps
  • CRM setup & configuration
  • Workflow & automation build-outs
  • Reporting & dashboard creation
  • Strategy & advisory sessions
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Scoped & priced before we begin • No surprises

Monthly Retainer

$1,000/month

Six dedicated hours of operational support each month. Ongoing requests, system upkeep, and continuous improvements. Additional hours available at $150/hr when you need more.

  • 6 hours of dedicated support/month
  • Additional hours at $150/hr
  • Ongoing operational requests
  • System upkeep & maintenance
  • Priority email & call support
Get Started

6-month minimum contract • Build-outs scoped separately

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

Build-Outs

When You Need Something Built

Build-outs are scoped and priced separately from your monthly retainer. When you need a full workflow system, a client onboarding process, or a reporting dashboard built from scratch — we define the scope, agree on the price, and build it together.

Operational Assessment

A deep-dive review of your current practice — how work flows, where time is lost, and what a better system would look like. Delivered as a written roadmap you can act on independently or with our help.

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Custom Build-Out

Full workflow design, client onboarding systems, reporting frameworks, internal documentation — whatever your practice needs built. Scoped to your firm's specific situation and billed at $150/hr with an agreed estimate upfront.

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Partner Add-On · Ventana

Give Families a Secure Portal — Not Just a Phone Number

Through our partnership with Ventana, we can add a branded client portal to your practice. Families log in to view statements, shared documents, invoices, and updates — under your firm's name and domain. No more emailing PDFs or fielding calls asking "where is that document?" It connects directly to your CRM, so everything stays in sync.

Ask about client portals | Learn about Ventana ↗

How Every Engagement Starts

Whether you start with an assessment or jump straight into a build-out, every relationship begins the same way.

1

Discovery Call

30 minutes to learn about your practice and answer your questions. No pressure, no pitch.

2

Proposal

A clear, tailored proposal based on your specific needs, goals, and current situation — with pricing agreed before work begins.

3

Kickoff

We align on priorities, timelines, and exactly how we'll work together.

4

Building Together

Regular collaboration, clear communication, and measurable results.

FAQ

Common Questions

Straightforward answers before you reach out.

  • Yes — and some of our most meaningful work is with solo practitioners. The monthly retainer gives you consistent operational support without the overhead of hiring. Six hours a month covers most ongoing needs, and additional hours at $150/hr are always available when you need more.
  • Six dedicated hours per month of hands-on operational support — system updates, workflow improvements, reporting adjustments, troubleshooting, and ongoing requests. The retainer requires a 6-month minimum commitment. Any custom build-out work (a new onboarding flow, a major CRM configuration, etc.) is scoped and priced separately at $150/hr.
  • Most build-outs run 8 to 12 weeks depending on scope. We set a clear timeline and estimate at the start of every engagement — you always know what to expect.
  • No. We can help you evaluate whether the right tools are a fit, set it up from scratch, or optimize your existing CRM environment. If you're using other tools, we'll take a look at those too before making any recommendations.
  • That's exactly what the hourly option is for. A focused advisory session or operational assessment is billed at $150/hr with a clear scope upfront. Many firms use an assessment as a standalone resource — you leave with a roadmap you can act on at your own pace.
  • We work exclusively with professionals who serve aging Americans — Daily Money Management firms and Medicare agencies. No ramp-up time explaining what a DMM does, why trust matters more than speed, or what your clients are really counting on you for. We already know.

Not Sure Where to Start?

That's what the discovery call is for. Let's spend 30 minutes together, learn about your practice, and figure out the best path forward.

Schedule a Discovery Call