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Compass Daily
Money Management, LLC
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Compass Daily Money Management,
LLC, is a personal services company, specializing in providing personal and financial organization assistance
to a wide variety of individuals, including senior citizens, retirees, busy executives, disabled persons, frequent travelers,
employment transfers and anyone who might have difficulties or time limitations in managing their personal
finances and paperwork. Compass Daily Money Management, LLC clients include
people who have retired, or have lost a spouse/companion who had managed the daily household finances and paperwork.
Compass Daily Money Management, LLC clients also include individuals who are experiencing a debilitating illness
or a physical disability and may not be able to manage their day to day personal financial affairs. Compass Daily Money Management, LLC provides assistance in the following areas: Daily Money Management Bill Paying Reconciliation of Bank Statements Problem
Solving Reconciliation of Investment Statements Reconciliation of Credit Card Statements Track
Medical Insurance Claims Making Bank Deposits Negotiating with Creditors Organizing Tax
Records Paperwork Management Budgeting Income Source Verification Form Completion Daily Money Management for
Seniors Estate Planning Organization Daily Money Management for Disabled Persons Relocation
Services Michigan Public Notary
Member of the Waterford Chamber of Commerce
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Compass
Daily Money Management, LLC
P.O. Box 300857
Waterford, Michigan 48330
248-535-8209
email: robbharner@compassdmm.com Robb Harner, BA, CSA
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Compass Daily Money Management, LLC does not offer investment and legal advice, and does
not sell any investment or insurance products. Important:
Certified Senior Advisors (CSA)TM have supplemented their individual professional licenses, credentials and education
with knowledge about aging and working with seniors. Know what those licenses, credentials and education signify.
The CSA designation alone does not imply expertise in financial, health or social matters. Member of the
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