Financial Wellness for You, LLC, offers Daily Money Management tools to assist individuals in maximizing their financial independence.

Our Services Include:

·         Identification of Income Sources

·         Review of Outflows

·         Portfolio Review

·         Bill paying

·         Ongoing Bank Reconciliation

·         Organization and maintenance of financial records

·         Coordination of Professional resources including:

o        Health Care Managers

o        Attorneys

o        Accountants

o        Investment Professionals

o        Community Support programs