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Daily Money Managers

When You Start Work With A Daily Money Manager

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Questions to Ask: When hiring a Daily Money Manager,, ask the following questions:

  • Is there a charge for the first meeting?
  • Are you bonded or insured?
  • Are you willing to work with other members of my team? (Specify which members you contemplate, such as your lawyer and/or accountant.)
  • Will you charge me for the first meeting? (Some Daily Money Managers offer a free initial consultation.)
  • Are you connected with local organizations? If so, which ones?
  • What references can you provide, including phone numbers? (Call the references.)
  • How will you bill for your work?

Get a Contract: It is helpful to get a contract in writing. The contract can be a simple letter. It doesn't have to be complicated. The key is to spell out what the Daily Money Manager will do for you and at what cost.

It should also spell out your responsibilities so it is clear.

If things change over time, the contract can be changed (amended).


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