If you’re a senior on a fixed income, or concerned about your parents’ finances, my 4-Step Financial Wellness ProgramTM 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 EvaluationTM. 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 SystemTM. 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 NetworkTM. 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 ProgramTM
-- to help your income last as long as your retirement.
To learn more, call 651-434-2003 or email me today at firstname.lastname@example.org 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.