Personalized Financial Care for Seniors

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Our founder, CPA Chris Baker, brings more than a decade of experience in tax, bookkeeping, and estate planning, ensuring every service is grounded in industry best practices and regulatory compliance. From the moment a client joins our network, we perform a comprehensive assessment that identifies potential vulnerabilities, sets realistic financial goals, and establishes a clear action plan. This structured approach not only mitigates fraud risk but also creates a transparent framework for ongoing decision-making.
At Baker DMM we view financial stewardship as a partnership. We collaborate with attorneys, insurance agents, and family members to coordinate power-of-attorney agreements, vendor management, and investment reviews. Our clients receive monthly financial reports that highlight key metrics, flag anomalies, and provide actionable recommendations. The result is a steady stream of peace of mind for both seniors and their caregivers, freeing them to focus on what truly matters-quality of life and cherished relationships.
Whether you are a senior seeking independent financial support, a caregiver looking for an expert ally, or a family member concerned about potential abuse, Baker DMM offers tailored solutions that scale with your needs. Our commitment to transparency, integrity, and measurable results has earned us a reputation as a trusted economic first responder in the elder-care community. Join the growing number of families who trust us to keep their loved ones safe, secure, and financially sound.
With our round-the-clock support and state-of-the-art monitoring tools, you can rest assured that your finances are in capable hands, no matter where life takes you.
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Bookkeeping: Accurate, timely bookkeeping is the foundation of sound financial health. Our team maintains meticulous records of income, expenses, and tax filings, ensuring compliance and providing a clear snapshot of your financial status. By eliminating errors and simplifying reporting, we give seniors and their caregivers a reliable platform for decision-making.

Bill Payment: Missed payments can trigger fees, penalties, and credit damage. Baker DMM schedules and executes all monthly bills-utilities, insurance premiums, mortgage payments, and more-on time, every time. Our automated reminders and confirmations keep you on track, protecting your credit score and preventing costly late fees.

Financial Monitoring: Fraudsters target seniors with subtle, hard-to-detect schemes. Our 24/7 account surveillance monitors for unauthorized activity, sudden transfers, and irregular patterns, instantly alerting you or your designated caregiver. Early detection saves money, preserves dignity, and offers immediate reassurance.

Financial Advice: A strategic roadmap guides you toward long-term goals-be it retirement income planning, estate transfer, or investment optimization. Our CPAs and financial planners provide customized advice that balances risk, liquidity, and growth, ensuring your resources last throughout your life cycle.

Vendor Management: Coordinating multiple service providers-home care, legal, medical-can overwhelm anyone. We act as your single point of contact, vetting vendors, negotiating contracts, and overseeing performance. This streamlines operations, reduces costs, and safeguards your assets from mismanagement.

Power of Attorney: A well-structured POA grants a trusted individual the authority to act on your behalf, protecting your interests when you cannot. We guide you through legal requirements, document preparation, and execution, ensuring the POA is both compliant and enforceable.

Daily Money Management: Our flagship program integrates all services into a cohesive, client-centric plan. From daily cash flow tracking to comprehensive budgeting and emergency planning, we provide continuous support that evolves with your needs. This holistic approach safeguards your wealth and grants peace of mind for you and your family.

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