Senior Money Management

For many, money is a delicate and private subject that generates negative emotions, concerns, and worrisome thoughts. However, money is very much a part of our everyday lives and navigating through all aspects of it can be overwhelming. For the Senior population, this task can become even more challenging as they experience various mental, emotional, and physical difficulties and general life changes.

 

Our personal bookkeeping and money management services can help you organize, process, and maintain your household finances more easily and efficiently. Obtaining the services of a personal bookkeeper/money manager should feel as natural as hiring a housekeeper, attorney, accountant, or plumber.  And just like each of those professions, a personal bookkeeper can assist with varied and diverse financial areas, as detailed on our services page.

 

Senior Money Management is dedicated to serving the Senior community of Lake County, Florida and the surrounding areas. We are here to empower you and continue helping you feel independent and in control of your financial choices and decisions.

 

If you or a Senior loved one/friend you know is in need and could benefit from a personal bookkeeper/money manager, please contact us for a free consultation.  Everyone's circumstances are different and it is our desire to meet you where you are and build from there.