Baker Daily Money Management

Business Profile

Core Value Proposition

Baker Daily Money Management provides financial protection and peace of mind for seniors by safeguarding their economic security against fraud and managing daily financial tasks.

Target Customer

Seniors, their family members, and financial caregivers, particularly those with reduced physical or cognitive abilities.

Key Differentiator

Baker DMM offers a personal approach to daily money management for seniors with a focus on preventing financial fraud and elder abuse.

Implementation Timeline

Immediate support with ongoing services available as needed

Pain Points

1Seniors losing up to $36 billion a year to financial fraud.
2The complexity of managing daily financial tasks for seniors with physical or cognitive impairments.
3The need for financial caregivers to safeguard family assets and provide economic security.

Key Features

1Financial monitoring
2Bill payment
3Bookkeeping
4Vendor management
5Power of attorney services

Target Customer Industries

Decision Makers

1Vice President, Financial Services
2Compliance Manager

Client Results

1Enhanced economic security for seniors
2Reduced exposure to financial fraud
3Improved management of personal finances

Competitive Advantages

1Specialized focus on seniors and their financial security
2Personalized service tailored to client needs
3Led by a Certified Public Accountant with a commitment to ethical standards

Key Benefits

1Protection against financial fraud

2Relief from the burden of daily financial management

3Support for aging in place with dignity and financial independence

Case Studies & Success Stories

Financial Peace of Mind and Freedom

Case #1

Clients Jim and Barb describe their dependence on Baker DMM for managing their financial tasks, resulting in peace of mind and freedom.

Additional Product Information

Product Description

Baker DMM provides specialized financial services to protect seniors from fraud and manage their daily financial activities.

Target Market

Seniors and their families, particularly those at risk of financial fraud or facing challenges with daily money management.

Unique Value Proposition

A trusted advocate for seniors' financial security with a focus on preventing fraud and abuse.

Technical Requirements

None specified

Pricing Model

Services are priced monthly or can be engaged at $100/hour as needed.

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