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
Case Studies & Success Stories
Financial Peace of Mind and Freedom
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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