Phoenix, Arizona · Est. 2026

Your finances,
handled with integrity.

Integrity Family Daily Money Management provides trusted, hands-on financial management for seniors, solo agers, families, small businesses, and busy professionals in the Phoenix metropolitan area.

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Trusted & Protected
Your peace of mind is our priority
AADMM Member
Errors & Omissions Insured
Bonded & Registered
20+ Years Experience
AADMM Member
E&O Insured
Bonded
20+ Years Experience
Remote & In-Person
Phoenix, AZ
Who We Serve

Financial support for those who need it most.

Whether you're managing on your own, caring for a loved one from a distance, or simply too busy to stay on top of your finances — Integrity Family DMM is here to help.

Seniors & Solo Agers
Trusted support for older adults managing finances independently, without nearby family to help.
Widowed Individuals & Their Families
Compassionate financial management during one of life's most difficult transitions.
Small Business Owners
Organized, accurate day-to-day bookkeeping without the cost of a full-time accountant.
Busy Professionals
Reliable personal finance management for professionals who don't have time to do it themselves.
What We Do

Services designed around your life.

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Bill Payment Management
We log directly into your online banking portal to review, schedule, and confirm all bill payments — so nothing gets missed and nothing gets overpaid.
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Account Reconciliation
Monthly reconciliation of bank, credit card, and loan accounts — with a clear, easy-to-read summary delivered to you and your family.
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Fraud Monitoring & Scam Prevention
Ongoing account monitoring for suspicious activity — plus a trusted resource you can call before acting on anything that doesn't feel right.
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Fraud Prevention Presentations
Educational presentations for senior living communities, libraries, and nonprofits — helping older adults recognize and avoid financial scams.
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Financial Paperwork Organization
Year-round document organization and CPA-ready tax packages — so you and your accountant have everything needed, organized and ready. Coming soon
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Medical Bill Review
Review of Medicare EOBs, medical bills, and insurance claims to identify errors and follow up with providers on your behalf. Coming soon
About

Built on experience.
Grounded in integrity.

Integrity Family Daily Money Management was founded with a simple but powerful purpose: to provide older adults, families, and busy professionals with a trusted professional they can rely on to handle the financial details of daily life — accurately, confidentially, and with genuine care.

With over 20 years of bookkeeping experience serving small businesses, and as an active member of the American Association of Daily Money Managers (AADMM), Integrity Family DMM brings professional expertise and personal commitment to every client relationship.

20+
Years of bookkeeping experience
742K
Seniors in Maricopa County we're here to serve
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Your money never leaves your accounts
We act solely as your authorized agent — directing payments from within your own bank accounts. We never hold, receive, or transfer your funds.
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We meet you where you are
Services begin in person — at your home, office, or wherever you're most comfortable — then transition to fully secure remote management.
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We keep your family informed
With your permission, we keep designated family members in the loop — providing regular reports and a trusted point of contact for those who care about you.
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Professionally insured.
Integrity Family DMM carries Errors & Omissions insurance — providing professional protection for you and your finances.
Get in Touch

Let's talk about how we can help.

The first step is a free, no-obligation consultation — in person, by phone, or video call — to learn about your situation and how Integrity Family DMM can support you or your loved one.

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Service Area
Phoenix Metropolitan Area
Maricopa County & surrounding communities
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Mailing Address
5800 N. 19th Ave. #100-141 · Phoenix, AZ 85015
Professional business correspondence
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Contact Email
Contact@IntegrityFamilyDMM.com
We come to you — then manage everything securely online