Information about yKnot's Daily Money Management services.

1. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
What is Daily Money
Management?
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

2. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
Daily money managers (DMMs) provide personal business
assistance to clients who have difficulty in managing their
personal monetary affairs.
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

3. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
Daily money managers (DMMs) provide personal business
assistance to clients who have difficulty in managing their
personal monetary affairs.
The services meet a continuum of needs, from organizing
and keeping track of financial papers, to assisting with
check writing and maintaining bank accounts.
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

4. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
Daily money managers (DMMs) provide personal business
assistance to clients who have difficulty in managing their
personal monetary affairs.
The services meet a continuum of needs, from organizing
and keeping track of financial papers, to assisting with
check writing and maintaining bank accounts.
Typically, this is done twice per month at our client’s home.
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

5. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
Who needs the help
of a DMM?
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

6. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
There are many factors which contribute
to the need for a DMM.
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

7. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
DMMs work with:
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

8. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
DMMs work with:
senior citizens
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

9. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
DMMs work with:
senior citizens,
people whose careers make it difficult for them
to find time for their own paperwork
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

10. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
DMMs work with:
senior citizens,
people whose careers make it difficult for them
to find time for their own paperwork,
Adults with ADD
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

11. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
DMMs work with:
senior citizens,
people whose careers make it difficult for them
to find time for their own paperwork,
Adults with ADD
& people whose medical issues simply make it
difficult to keep up with their finances.
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

12. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
It is not uncommon for the adult child of an older person to
seek the assistance of a DMM if the child does not feel they
have the time or ability to maintain their parents’ affairs.
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

13. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
If I hire a DMM,
do I still need an
accountant, financial planner
and lawyer?
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

14. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
If I hire a DMM,
do I still need an accountant, financial planner and lawyer?
Short answer, YES!
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

15. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
If I hire a DMM,
do I still need an accountant, financial planner and lawyer?
Short answer, YES!
But we do work closely with
these professionals.
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

16. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
What types of tasks will
a DMM handle?
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

17. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
yKnot Services LLC offers the following services
"cafeteria style" (pick the ones you want):
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

18. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
yKnot Services LLC offers the following services
"cafeteria style" (pick the ones you want):
Balance checkbook
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

19. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
yKnot Services LLC offers the following services
"cafeteria style" (pick the ones you want):
Balance checkbook
Budget and cash flow management
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

20. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
yKnot Services LLC offers the following services
"cafeteria style" (pick the ones you want):
Balance checkbook
Budget and cash flow management
Contact payees if there are billing errors
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

21. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
yKnot Services LLC offers the following services
"cafeteria style" (pick the ones you want):
Balance checkbook
Budget and cash flow management
Contact payees if there are billing errors
Interface with other professionals (CPA, attorney, etc.)
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

22. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
yKnot Services LLC offers the following services
"cafeteria style" (pick the ones you want):
Balance checkbook
Budget and cash flow management
Contact payees if there are billing errors
Interface with other professionals (CPA, attorney, etc.)
Notary services (coming soon)
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

23. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
yKnot Services LLC offers the following services
"cafeteria style" (pick the ones you want):
Balance checkbook
Budget and cash flow management
Contact payees if there are billing errors
Interface with other professionals (CPA, attorney, etc.)
Notary services (coming soon)
Open and sort mail
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

24. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
yKnot Services LLC offers the following services
"cafeteria style" (pick the ones you want):
Balance checkbook
Budget and cash flow management
Contact payees if there are billing errors
Interface with other professionals (CPA, attorney, etc.)
Notary services (coming soon)
Open and sort mail
Organize documents for tax preparation
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

25. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
yKnot Services LLC offers the following services
"cafeteria style" (pick the ones you want):
Balance checkbook
Budget and cash flow management
Contact payees if there are billing errors
Interface with other professionals (CPA, attorney, etc.)
Notary services (coming soon)
Open and sort mail
Organize documents for tax preparation
Organize investment documents
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

26. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
yKnot Services LLC offers the following services
"cafeteria style" (pick the ones you want):
Balance checkbook
Budget and cash flow management
Contact payees if there are billing errors
Interface with other professionals (CPA, attorney, etc.)
Notary services (coming soon)
Open and sort mail
Organize documents for tax preparation
Organize investment documents
Prepare and deliver bank deposits
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

27. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
yKnot Services LLC offers the following services
"cafeteria style" (pick the ones you want):
Balance checkbook
Budget and cash flow management
Contact payees if there are billing errors
Interface with other professionals (CPA, attorney, etc.)
Notary services (coming soon)
Open and sort mail
Organize documents for tax preparation
Organize investment documents
Prepare and deliver bank deposits
Prepare checks for signing and mailing
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

28. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
yKnot Services LLC offers the following services
"cafeteria style" (pick the ones you want):
Balance checkbook
Budget and cash flow management
Contact payees if there are billing errors
Interface with other professionals (CPA, attorney, etc.)
Notary services (coming soon)
Open and sort mail
Organize documents for tax preparation
Organize investment documents
Prepare and deliver bank deposits
Prepare checks for signing and mailing
Provide user friendly financial reports
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

29. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
yKnot Services LLC offers the following services
"cafeteria style" (pick the ones you want):
Balance checkbook
Budget and cash flow management
Contact payees if there are billing errors
Interface with other professionals (CPA, attorney, etc.)
Notary services (coming soon)
Open and sort mail
Organize documents for tax preparation
Organize investment documents
Prepare and deliver bank deposits
Prepare checks for signing and mailing
Provide user friendly financial reports
Referrals to other service providers & professionals
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

30. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
yKnot Services LLC offers the following services
"cafeteria style" (pick the ones you want):
Balance checkbook
Budget and cash flow management
Contact payees if there are billing errors
Interface with other professionals (CPA, attorney, etc.)
Notary services (coming soon)
Open and sort mail
Organize documents for tax preparation
Organize investment documents
Prepare and deliver bank deposits
Prepare checks for signing and mailing
Provide user friendly financial reports
Referrals to other service providers & professionals
Review and analyze bills
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

31. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
yKnot Services LLC offers the following services
"cafeteria style" (pick the ones you want):
Balance checkbook
Budget and cash flow management
Contact payees if there are billing errors
Interface with other professionals (CPA, attorney, etc.)
Notary services (coming soon)
Open and sort mail
Organize documents for tax preparation
Organize investment documents
Prepare and deliver bank deposits
Prepare checks for signing and mailing
Provide user friendly financial reports
Referrals to other service providers & professionals
Review and analyze bills
Review and analyze credit report
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

32. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
yKnot Services LLC offers the following services
"cafeteria style" (pick the ones you want):
Balance checkbook
Budget and cash flow management
Contact payees if there are billing errors
Interface with other professionals (CPA, attorney, etc.)
Notary services (coming soon)
Open and sort mail
Organize documents for tax preparation
Organize investment documents
Prepare and deliver bank deposits
Prepare checks for signing and mailing
Provide user friendly financial reports
Referrals to other service providers & professionals
Review and analyze bills
Review and analyze credit report
Set up filing system for bills & important papers.
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

33. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
What will the services of a
DMM cost & what are the
common billing methods?
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

34. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
At yKnot Services LLC, we charge for services
on an hourly basis.
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

35. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
At yKnot Services LLC, we charge for services on an hourly basis.
In addition to the hourly rates, we charge for travel time
(in some cases) and for out-of-pocket expenses such as
postage stamps & long distance charges for calls
made on a client’s behalf.
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

36. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
At yKnot Services LLC, we charge for services on an hourly basis.
In addition to the hourly rates, we charge for travel time
(in some cases) and for out-of-pocket expenses such as
postage stamps & long distance charges for calls
made on a client’s behalf.
We bill on a bi-weekly basis after services are performed.
The invoice is due three days after our next visit.
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

37. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
Will I be giving up my
independence if I
hire a DMM?
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

38. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
Will I be giving up my independence if I hire a DMM?
On the contrary, the assistance of a DMM is often the
piece of life’s puzzle which allows many seniors to avoid
guardianship or complete loss of independence.
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

39. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
Will I be giving up my independence if I hire a DMM?
On the contrary, the assistance of a DMM is often the
piece of life’s puzzle which allows many seniors to avoid guardianship or
complete loss of independence.
Busy people who are chronically a few days late paying their bills could
find that hiring a DMM to keep up with their finances will probably
receive a higher credit score, and therefore lower insurance and loan
rates.
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

40. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
Will I be giving up my independence if I hire a DMM?
Busy people who are chronically a few days late paying their
bills could find that hiring a DMM to keep up with their finances
will probably receive a higher credit score, and therefore lower
insurance and loan rates.
These lower rates could in effect pay for our fees.
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

41. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
Will I be giving up my independence if I hire a DMM?
Busy people who are chronically a few days late paying their
bills could find that hiring a DMM to keep up with their finances
will probably receive a higher credit score, and therefore lower
insurance and loan rates.
These lower rates could in effect pay for our fees.
Stress levels will be greatly reduced, as well.
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

42. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
Will I be giving up my independence if I hire a DMM?
The involvement of an outsider in personal financial
affairs may be too intimidating for some, but most
clients of DMMs find that once they have established a
relationship with their DMM, they don’t know
how they survived without one.
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC

43. yKnot Services
LLC
Your checkbook, budget and
recordkeeping professionally managed
For more
information, please call
Yvonne at
586-242-7680
www.CheckbookBalancer.com
586-242-7680
© 2012 yKnot Services LLC