At Mindful Money Management LLC, you are our highest priority. As your daily money managers, we follow these values in order to provide the highest level of service.
We respect you as an individual and will work with you to help you attain your personal goals and maintain your independence. Our work is always oriented towards what is in your best interest.
We treat your information according to the highest standards of privacy and will never share it with anyone else without your express consent (except if legally required.)
Ethics and Standards of Practice
Mindful Money Management LLC is a member in good standing of the American Association of Daily Money Managers and as such adheres to their Standards of Practice for Professionalism, Confidentiality, Competence, and Integrity as well as their Code of Ethics.
We develop strong relationships with you and your family based on communication and trust, with full transparency and accountability in all areas of our involvement. We provide reports so you know where every dollar comes from and how it is spent, and share reports with a person you appoint to provide extra oversight.
Care and compassion are involved in everything we do. We take pride in our work but care most about you.
Don’t wait, delegate
We take exquisite care of our clients. Call now for your free initial telephone consultation, or just fill out the form and click Send.
We can help you from the comfort of your home if you live in Montgomery County, Maryland or the Washington D.C. metro area. Contact us for details.