Daily Money Management

Partnering with a "bonded and insured" Daily Money Manager (DMM) will enable your aging parent or loved one to maintain their independence because the DMM is there to assist with finances while keeping everyone involved in decision-making processes.

Our senior clientele may be challenged with physical limitations such as decreased eyesight, arthritis, dementia or a loss to follow-through on simple tasks and can benefit from the use of a DMM tailored to their specific needs. 

Some clients are so active enjoying their retirement that travel and social activities make it difficult to keep up with paperwork, but Caymus Financial provides the "piece of mind" clients are looking for. 

We execute household financial tasks to include:

  • Bill Paying
  • Balancing Checkbooks
  • Credit Card Statement Reconciliation
  • Preparing and Delivering Bank Deposits
  • Assembling Tax Documents
  • Medical Bill Investigation
  • General Organization Assistance
  • Providing Referrals to Legal, Tax, and Investment Professionals
  • Notary Services**
  • Life Binder Services (Coming in May 2019)

Daily Money Management is a service backed up with industry certifications and professional experience that go into every task we perform for our clients. The Caymus Financial team is "bonded and insured" in money management services which gives every client peace of mind their financial needs are being managed by a team that takes pride in doing the right thing every time because it matters. 

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Mobile Notary Services

Finding an available Notary on your busy schedule can be a major challenge and we provide mobile notary services that come to you at your convenience. 

Documents Frequently Notarized

  • Residential & Commercial Loan Documents:  Refinance, Purchase, Seller Package, Home Equity Line Of Credit 
  • Real Estate Documents: Grant Deed, Quit Claim Deed, Trust Transfer Deed
  • Estate Planning Documents
  • Sales Contracts, Title Transfer Form (DMV)
  • Durable Power of Attorney, Certified Copy of Power of Attorney
  • Advance Healthcare Directive
  • Prenuptial Agreement
  • Consent to International Travel with Minor Child
  • Financial Planning Documents
  • Annuity Documents: Trustee Certification of Investment Powers,  401k, 403k, Retirement/Pension
  • Adoption Documents
  • Sworn Statements/Affidavits

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