As a Daily Money Manager and member of the American Association of Daily Money Managers (AADMM), I am committed to the highest standards of professionalism, confidentiality, and client care.

The AADMM Code of Ethics outlines the principles I follow in my work, including:

• Acting in the best interests of each client at all times

• Maintaining strict confidentiality of all client information

• Delivering services with honesty, integrity, and transparency

• Avoiding conflicts of interest and disclosing any potential concerns

• Continuing professional education and staying current in best practices

• Collaborating respectfully with clients' financial, legal, and healthcare professionals

These guidelines ensure that every client relationship is built on trust, accountability, and respect.

For full details, you can view the complete AADMM Code of Ethics here.