Mindful Money Management LLC provides a reassuring presence in clients’ lives by providing organizational support in four major areas:
- Paperwork: bill and mail/email processing, sorting, and filing
- Insurance: health, long-term care, automobile and property insurance management
- Financial organization and reporting: expense tracking, budget reporting, and preparing information for taxes
- Legal: serving as liaison with your attorney and providing support to personal representatives in closing estates
Manage appointments, clinician information, medication lists, and instructions brought home from physician visits so your information is located in one place.
Helping you find the best insurance available to meet your needs, and navigating the healthcare system to most effectively maximize your benefits according to what is covered, against your set of personal circumstances. We can submit and track insurance claims and monitor those submitted by providers. We will review your selection of healthcare or pharmaceutical insurance annually or as often as warranted by changing circumstances.
We are known for our experience and tenacity in initiating and managing long-term care insurance claims.
Keeping your family informed according to your wishes as to whom you would like to have updated, with what information, and how often. Only that to which you consent will be shared, upholding your privacy at all times.
Don’t hesitate, delegate
Mindful Money Management LLC is here to help you. For your free first telephone consultation, call now, or just fill out the contact form and click Send. If you are living in the Washington D.C. metro area, including but not limited to Montgomery, Howard, and Prince George’s counties and Washington, DC, we can help you.