Questions and Answers
What is the difference between a daily money manager and a financial planner?
While a financial planner may help people make investment decisions to plan for their future, a daily money manager assists with day-to-day finances and paperwork.
Why should I trust you?
Suncoast Daily Money Management’s founder and manager has spent 30 years being responsible for the financial records of thousands of customers. Cindy is a professional who understands the importance of confidentiality and fiduciary responsibility.
SDMM is insured, operates under a strict Code of Ethics and is a member of the American Association of Daily Money Managers.
Suncoast is a service and relationship business that does not recommend or sell investment products or operate on a commission basis.
How do you get my bills to pay them for me?
There are a variety of ways to pay your bills. Your individual needs will be assessed and a customized plan will be developed specifically for your own personal situation.
Do you work with my attorney, accountant, or other business professionals?
Suncoast will be happy to work with your team of professionals, at your discretion and with your permission.
Do you work with my family members?
With your permission and approval, we will be happy to work with any family members you select and designate.