Are you, your parent, or a loved one facing a life transition or a difficult period?
Mindful Money Management LLC provides household and daily money management personal assistant services, enabling individuals and families to live without the worry associated with staying on top of financial, legal, and healthcare paperwork.
Life transitions span the spectrum of experiences, including living alone for the first time at any age, retiring from the workforce, and the slowing down that accompanies aging. Other clients need help navigating daily chores after the death of a spouse or divorce, downsizing a home or moving into assisted living, a change in cognitive abilities, or even just a desire to be less involved in the paperwork and other responsibilities that come with running a home.
For local clients, we become the on-site eyes and ears of family members. We keep you informed of any changes in your loved one that we see.
Our only concern is providing you and your family with caring, confidential and professional help.
Mindful Money Management LLC is led by Vera Kurlantzick, Certified Daily Money Manager. Highly competent, breathtakingly insightful, and radiating warmth, Vera will take exquisite care of your needs.
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.