Vera Kurlantzick has been certified as a Certified Daily Money Manager (CDMM®) by the American Association of Daily Money Managers.
Vera Kurlantzick, Certified Daily Money Manager, founded Mindful Money Management LLC in Montgomery County, Maryland in 2011 to assist people whose lives are in transition by identifying goals, illuminating challenges, and offering solutions. Vera’s extensive background in analyzing expenditures and healthcare utilization allows her to understand people’s spending habits.
A trained facilitator, Vera elicits her clients’ most heartfelt desires and concerns. Vera combines what she learns directly from a client with what she learns from examining their expenditures to create a plan of assistance.
Vera earned a Master’s Degree in Health Policy and Management from Harvard School of Public Health where she studied geriatrics, accounting and health economics. She subsequently worked for agencies involved in assessing health care quality, analyzing Medicare expenditures, and developing programs in health for people with disabilities.
Vera directed the Center for Health Care Quality Information at Pennsylvania Blue Shield for five years. She was part of the team developing The Continuity Assessment Record and Evaluation (CARE) Item Set for Medicare, designed to standardize assessment of patients’ medical, functional, cognitive, and social support status across acute and post-acute settings, including long-term care hospitals (LTCHs), inpatient rehabilitation facilities (IRFs), skilled nursing facilities (SNFs), and home health agencies (HHAs). Vera has a unique combination of experience analyzing expenditures and in-depth familiarity with all parts of the health system that led her to offer personal assistance and administrative services for the day to day financial, health, and legal aspects of your life.
Vera is certified as a Certified Daily Money Manager (CDMM®). She achieved this distinction by meeting the American Association of Daily Money Managers’ (AADMM) strict eligibility requirements and passing an intensive examination.
As a CDMM, Vera certified that she ascribes to the stringent AADMM Code of Ethics, has 1500 hours of experience in the field, and has fulfilled the educational criteria to meet eligibility requirements. She passed tests in five areas of competency, including bill paying, basic finance/bookkeeping, payroll and tax basics, types of expenses, and standards of practice.
She also passed a credit check and criminal background check.
Mindful Money Management LLC is a member of the AADMM and therefore is committed to following AADMM’s Code of Ethics and Standards of Practice. For your added peace of mind, Mindful Money Management LLC is insured.
Don’t hesitate, delegate
Vera likes to listen. Call 301-367-2859 to speak to Vera, or click here to learn more about how we can help you. Call today for your free initial telephone consultation, or just fill out the form and click Send. Click here to read more about Mindful Money Management LLC’s daily money manager Jennifer Silvertree.