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Resources & Documents

Want to learn more about daily money management and what it can do for you? Click on any image or link below to learn more. Be sure to check back often because I will continue to update this page when I find more resources that can be beneficial to you. Atlas Financial Consulting does not accept a referral fee, finder's fee, or placement fee from any organization.

American Association of Daily Money Managers Logo

As a member of American Association of Daily Money Managers (AADMM), I am able to take part in several webinars and newsletters to stay up to date on the best ways to help my clients.

Sage Aging/Atlas Financial Consulting Podcast Episode 35

While I was at a prior company, I was contacted to be featured as a guest on the Sage Aging podcast. I was asked to explain what my role as a Daily Money Manager meant and how I help my clients with their daily finances. 

Tonya Parham, social media marketor and owner of Like It Marketing, invited me onto her YouTube channel as a guest speaker during her financial series for the month of June 2022. She asked me to speak about Atlas Financial Consulting, my priorities, and smart business decisions that have helped Atlas grow.

Heather spoke with Nicole Ramer, Founder of Organized Haven, about the importance of keeping you financial records safe and organized, and tips about how to go about doing so.

Sage Aging/Atlas Financial Consulting Podcast Episode 75

I recently chatted with Liz Craven on the Sage Aging podcast all about how a Daily Money Manager can help older adults age in place. I think you will find the episode valuable, so head over to listen and subscribe now!

Sage Aging Logo

The SageAging ElderCareGuide is a tool to have in your back pocket. The guide itself is great to have on hand. The site contains several articles, checklists, videos, and podcasts. If you or a loved one is needing help, look no further than the SageAging ElderCareGuide for any and all resources available for seniors and caregivers.

In this Article, American Association of Daily Money Managers (AADMM) explains what a Daily Money Manager is, who they can help, and what they do for their clients. If you have ever wondered how you could worry less and live more, let a DMM assist you with your daily financial tasks.

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