Our Services

If you’re a senior on a fixed income, or concerned about your parents’ finances, my 4-Step Financial Wellness Program^TM can help maintain the standard of living you want.

Here’s how …

Step 1) Free Financial Check-up. During this 60-minute interview, we define your financial and lifestyle goals. Then we discuss how to get control of your finances. We can meet at your home or a nearby coffee shop -- the choice is yours. This Financial Check-up is free -- there is no cost or obligation of any kind.

Step 2) The Senior Financial Evaluation^TM. As a client, we evaluate where you are and where you want to be financially. This paves the way for success, to help maximize your income and avoid needless expenses.

Step 3) The Money Management System^TM. We identify all your current and potential sources of income. Then we create a spending plan to help ensure your daily and monthly expenses are met.

The Money Management System includes:

Daily money management
Bill paying and bank statement reconciliation
Financial record organization and maintenance
Portfolio review and tax planning
Weekly or monthly in-home visits (as needed and agreed to by you)

Step 4) The Professional Support Network^TM. Because your financial wellness is a part of your overall wellness, we identify additional services you may need to maintain your standard of living. We may refer you to a network of trusted professionals, including:

Home health services
Transportation for seniors
Legal and accounting assistance
Meals on Wheels
Visits from senior companions

It’s my passion to help seniors maintain their independence. I do this by helping you take control of your expenses with my

4-Step Financial Wellness Program^TM

-- to help your income last as long as your retirement.

To learn more, call 651-434-2003 or email me today at maura@finwell4you.com to schedule a Free Financial Check-up. There’s no cost and no obligation. We can meet in your home, at a nearby coffee shop, or talk by phone.

Below are some frequently asked questions …

Question: How are you different from a financial advisor?

Answer: In a nutshell, a financial advisor helps with your investments. I help with your income, bill paying, and spending, so you can maintain your independence.

A financial advisor can be wonderful at wealth accumulation. But they often don’t get involved with the spending or living situations of their senior clients. This is where I can help.

I work alongside you, to help preserve your standard of living by examining your:

monthly income (Social Security checks, pension, IRA disbursements, etc.) and
monthly expenses (medical, car insurance, health insurance, mortgage payments, gifts to grandchildren, dining out, groceries, travel, magazine subscriptions, catalog shopping, etc.)

You would be amazed at how much it costs to walk out the door every day! But I help my clients regain control of their finances, by discovering and managing “hidden” expenses before they can take a bite out of your income.

Question: How do you get paid?

Answer: I work at an affordable hourly rate, with no long-term contracts or commitments.

For most clients, about two hours per month are all that are needed to help manage their finances.

Question: How often do you visit clients?

Answer: Depending on your needs, I can assist you weekly, monthly, or quarterly. At all times, my goal is to empower you to do as much as you want, with a minimum of assistance.

Question: How do I know if this is right for me or for my retired parents?

Answer: If you’re a senior, worried about maintaining your standard of living …

… or, if you’re concerned about your mother’s or father’s financial situation, but don’t have the time or expertise to take care of your parents’ daily finances …

… please contact me today to get your questions answered.

Take the first step -- call 651-434-2003 or email me at maura@finwell4you.com to schedule a Free Financial Check-up. There’s no cost and no obligation. We can meet in your home, at a nearby coffee shop, or talk by phone.

Thank you!

Maura Albrecht, ChFC
President, Financial Wellness for You, LLC
Burnsville, MN

P.S. -- Here’s more information, to help you decide …

Financial Wellness for You, LLC is registered with the State of Minnesota. This is voluntary compliance on my part, to ensure that you receive the highest and most ethical level of service.
FINRA Securities Training: Three years of intensive study includes Stocks, Securities Markets, Taxes, Mutual Funds, Annuities, and Money Market Instruments.
Licensed in Life and Health Insurance (State of Minnesota)
Chartered Financial Consultant (America College, Bryn Mawr, PA (2001-2003)