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I have an elderly client in Houston, TX that I need to refer to a DMM or other professional that will set up a POA to handle the clients banking and bill paying. His family in the Houston area does not have POA and he has another son that lives overseas. His memory is in such a state that I can no longer help him without a POA. This is not the type of service I provide so I am looking to refer him to another professional. Much of the work can be done remotely, but it will require some home visits.
If you are interested, you can contact me at 832-236-3757 or sabina@savvyhomeoffice.com and I can provide more details.
Thank you!
Hello Sabina,
I just saw your question and I’m not located in your area, but happened to see that there are several DMMs in Houston. Not all DMMs see the questions on the forum, so may not have seen your request. My recommendation is you reach out to the DMMs in your area to see if one of them would be able to take your client. Given that so many DMMs are looking for new clients, I would think it wouldn’t be difficult to refer.
Good luck,
Barbara Boustead
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