You can stay in control of your life.
Mindful Money Management LLC will liaise with your professional advisers to ensure that your interests are being served and that important information is being communicated as needed.
We will provide reports on your spending, your financial assets, and your cash flow.
Mindful Money Management LLC daily money management will:
- Liaise with your attorney to ensure that your will, trusts, power of attorney for financial decisions, power of attorney for medical decisions and advanced health care directive are in order
- Act as Administrator of client estate and/or power of attorney for property or finance
- Consult with Financial Planner or Investment Adviser regarding budget and planning
- Liaise with 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.