How much will your help cost?
Mindful Money Management LLC provides a no-obligation, free telephone assessment to discuss how we can assist you based on your individual circumstances. Affordable, flexible packages are available, including hourly or monthly rates, either short-term or ongoing.
Can I cancel at any time?
You can cancel our services at any time. Your only responsibility would be to pay any outstanding bills.
Do I have to come to your office?
No! We provide in-person appointments at your home or online.
What if I already have a financial planner and other advisors?
Mindful Money Management LLC can work with any legal or financial services you already have. We don’t provide legal, financial, or medical advice. We help you get the most out of your professional advisors and follow through on their recommendations.
Our goal is to help you get your accounts and documents in order so your investment advisor, financial planner, attorney, care manager, or healthcare professional can understand your situation.
We will work collaboratively with the family members, friends, or professional services you ask us to and help you find professional advisers if you need them.
To learn more about how we can help, contact us today
Fill out our contact form
Call 240-548-7766
Speak with one of our thoughtful professional advisors. You’ll be glad you did.