FAQ

Daily Money Manager FAQs: http://www.aadmm.com/dmms_and_you.htm

Are you insured?

Yes. As a member of the American Association of Daily Money Managers, I have professional liability insurance — through Dominion, a Lloyds of London subsidiary – which is specific to the scope of work we perform.

Are you registered?

Yes. Fiscal Effects, LLC is registered as a Limited Liability Corporation, under the Division of Corporations, in the State of Florida.

Is there a contract?

No. There is no contract. There is a Confidentiality Agreement which outlines how information will be protected and who, if anyone, is authorized to have information shared with them.
There is a Letter of Engagement which outlines the services that Fiscal Effects does and does not provide. The arrangement can be terminated at any time – by either party.

How do we get started?

Contact Leona to schedule a free 30-minute consultation.