MMI Financial Group, Inc.
At MMI our eldercare Financial planning and life care assistance program combines the experience and understanding that comes from years of working with individuals, families, other professionals and community partners as we’ve journeyed through the financial and logistical challenges that come with illness, aging and diminished capacity together.
We bring our daily money management (DMM) services and expertise together with healthcare & life care navigation to assist our clients and their loved ones to manage the financial and logistical challenges that come with the aging, custodial care and end of life process.
The development of a written: Aging- in-place & diminished capacity plan.
This comprehensive planning service is designed for people who recognize the importance of developing a formal written plan that coordinates their financial & estate plan with their healthcare, aging, diminished capacity and life care wishes. Making informed and well thought out housing, care and end of life decisions and putting those wishes and instructions on paper prior to the onset of a serious illness or health event is perhaps the greatest gift that anyone can give to their loved ones.
The development & management of an Eldercare Financial and life care assistance plan.
This service is typically provided to assist a critically or chronically ill or aging person. Often it’s a loved one who reaches out to us in need of assistance in developing a plan for their loved one. This service is similar to our Aging-in-place & diminished capacity plan except the individual/ family is currently in need of assistance.
Daily Money Management (DMM) Services.
What is a Daily Money Manager(DMM)?
Daily Money Managers (DMMs) deliver essential financial services to a wide variety of clients including seniors, adult children of seniors, people with health issues or disabilities, individuals in life transitions, busy professionals, high net worth individuals and others. DMMs bring clarity and order to an individual’s daily management of personal bills, medical bills, custodial care fees, budgets and financial, tax and estate record keeping. Members of the American Association of Daily Money Managers (AADMM) are trusted professionals who abide by the AADMM Code of Ethics.