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Great discussion that we NEED to have–and act on. Making the world aware of DMMs and what we do is an on-going task–one that needs to happen on the national level (I welcome more specifics re: articulated goals in reaching the media and related professional organizations makes sense and periodic reports back to membership on performance vs. goals.)
In our daily work as DMMs we also have to take every opportunity to introduce our profession to other professionals. Just last week I approached a wealth manager at BNYMelon and continuing ed instructor who was a speaker at our Estate Planning Council plus two others in related fields. I find that saying “I’m a daily money manager. Are you familiar with the field?” And share the AADMM website. A good conversation starter and less “sale-sy”. Its “guerilla marketing” as I can’t commit to investing in teaching the world about us DMMs solo. What if each one of us adds comments on EVERY article we read and notify other readers as well as the writer/reporter that they should know about DMMs and include us next time. I did that with the WSJ (6/13/2016). To be honest, I took things into my own hands when I couldn’t get anyone on the national level to do so. It resulted in a second article in the Journal featuring DMMS.There are different types of subpoenas (at least there are in New York). Best to contact the court before proceeding.
Faith- It would be great to know where you (and your client) are located. I can’t seem to easily access this from your profile (a shortcoming of the Forum system?). I know this wasn’t your exact request but it occurs to me that perhaps a fellow DMM (or one of their colleagues) would be a good fit for this role. But, of course, we’d have to know WHERE.
Here’s a few ideas, Julianne: As employment law is at least partially state-specific, be sure the advice you get pertains to your state. You also need to get this right as there are stiff penalties in some aspects of employment/payroll for missteps.
I have found Care.com HomePay 877-367-1978 to be very helpful. In NY, AADMM member Evan Gilder of Redlig Financial Services Inc. is our local expert on home payroll. 646-827-3600.Caroline-
I don’t have any personal recommendations, but I would look at the NAPO.net and NASMM.org sites by zip code.We recently started doing our company payroll with Gusto. They are a payroll service, not software. Got recommendation from a fellow NAPO member. Happy to tell you more if you want to contact me directly.
Two professionals I have worked with and am happy to recommend (they both work remotely):
Adria Gross, MedWise Insurance Advocacy adria@medicalinsuranceadvocacy.com
Katalin Goencz, MedBill Assist katalin@medbillsassist.comHi, Caitlin-
Did you hear anything back from your friend? We are most interested in a broker–giving client access to a range of possible buyers and presumably the best price!
Thanks!This is where you want to look: https://www.medicare.gov/find-a-plan/questions/home.aspx
Another option not mentioned here is her pharmacy. If they have the Amplicare software they can do the analysis for her. We had a client’s pharmacy do the analysis and she will save $3K this year in premiums and co-pays.I would think that an eldercare attorney in Pennsylvania is your best best. I would find one at https://www.naela.org/. Or, your local Office of the Aging.
Bill-
My niche is seniors as I discovered I had an affinity for this demographic, their schedules and mine work well, and I could develop access to the referral sources needed to reach this market. Ten years in, I don’t set goals in terms of # of clients as each client is on a different schedule (ranging from 2x week plus work from my office to “when needed”). Instead, I learned from an experienced professional organizer, to set a billable hours goal. Mine has been 20 billable hours a week, generating the income I want and leaving time for marketing and maintaining my own “back office.” That said, I have no control over how many clients come to me and generate billable hours but I DO have control of my marketing, networking, and AADMM organizational hours that ultimately lead to billable hours, so I also try to stick with a weekly activity goal. Hope this helps!Before you do anything, I would get a copy of the Power of Attorney and find out who has this authority. Speak with the client’s attorney and make sure he/she is on board with what you have in mind to be sure you are operating within your authority, protecting yourself, and any other legal safeguards can be put in place. The local child also needs a plan for his/her future. Keep us posted–this is not as unusual a situation as we would hope!
