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Mindful Money Management LLC

keeping life on track for senior citizens and people in transition

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  • ☏ (301) 367-2859

Work with your professional advisors

Daily money manager in Maryland, Virginia, Washington DC metro area will help you liaise with your accountant, lawyer, etc. We now help the Portland metro area.
We like to listen – call us at 301-367-2859.

You can stay in control of your life while having fewer worries. 

Mindful Money Management LLC will free up your time by working with your accountant and other professionals to ensure that your interests are being served and that important information is being communicated.

We will provide reports on your spending, your financial assets, and your cash flow.

Mindful Money Management LLC daily money management will:

  • Confer with your attorney to ensure that your Will, Trusts, Power of Attorney and Advance Healthcare Directive are up to date
  • Consult with your Financial Planner or Investment Adviser regarding budget and planning
  • Prepare all the information needed by your accountant
  • Interview and assist in selection of real estate agent or move manager
  • Identify unused assets and arrange for professional valuation to determine whether or not they should be sold
  • Keep your list of medical professionals up to date or coordinate with your care manager
  • Provide peace of mind that your legal and financial affairs are in order

Don’t wait, delegate

Call for a free initial phone consultation or just fill out the form and click Send. We can help you from the comfort of your home if you live in the Washington D.C. metro area including but not limited to Chevy Chase, Bethesda, Rockville, Potomac, or Silver Spring. Contact us for details.

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Mindful Money Management LLC · Life & Daily Money Management · 
Washington DC Metro Area

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Mindful Money Management LLC

Life & Daily Money Management

Washington DC Metro Area

About us

Our list of services

Confidentiality and accountability

Reach out today

Call: (301) 367-2859

Message me

Bill paying and banking

Insurance paperwork

Health insurance coordination

 

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