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Financial Wellness For You

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Personal financial organization and daily money management services for older adults

Maura
Albrecht, ChFC - President financial management for seniors

Are you or your aging parents struggling with paying bills on time and keeping on top of medical, legal or financial matters?

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  1. Free Financial Checkup

    During this free, no obligation, 60-minute interview, we clarify your financial and lifestyle goals. We discuss what specific things will help you get control of your finances. You determine where and how we meet – at your home, possibly a nearby coffee shop or on the phone.

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  2. Senior Financial Evaluation™

    Moving forward to working together, we evaluate where you are and where you want to be financially. This groundwork paves the way for success, to help maximize your income and avoid needless expenses.

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  3. Money Management System™

    This practical segment addresses all your current and potential sources of income. With that information, we then create a spending plan to help ensure your daily and monthly expenses are met.

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  4. Professional Support Network™

    Your Financial Wellness is a part of your overall wellness. In order to maintain your standard of living, we identify and may refer you to additional services of other trusted professionals, including:Visits from senior companions

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

How Healthy are Your Finances?

You know how important it is to get a physical check-up from your doctor, but when was your last financial check-up? Just as a doctor helps protect your physical health, I can help protect your financial health — if you’re over 55 years of age and living in the Twin Cities.

And I can help you take control of your money, to help your income last as long as your retirement. How? By providing affordable, honest advice focused on YOU — your daily money management, and your independence. If you’re a senior on a fixed income, or concerned about your parents’ finances, here’s how I can help you:

  • Manage the details of your daily expenses, including bank statements, insurance paperwork, and credit cards (so you can worry less about money matters and spend more time as a family)
  • Organize your financial statements, legal records, and other documents (giving you peace of mind that these details are taken care of)
  • Create a simple spending plan for each month (to eliminate stress and guesswork by showing you exactly where the money goes)
  • Help you with bill paying, phone calls to creditors, and record keeping (taking this burden off your shoulders)
  • Identify and obtain assistance from community services, such as transportation, legal, senior care, and in-home healthcare (to help ensure well-being beyond your finances)

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What People Are Saying

“After my dad passed away there were a lot of decisions that my mom had to make that we wanted to help her with. We were all very overwhelmed with the decisions that had to be made, so I can’t even imagine how difficult it would have been for my mom to navigate this. Thank you so much for helping us through a really difficult time and helping my mom regain control over her life!”
RebeccaMinnesota
“Your gentle, thoughtful, and skillful guidance made the difference. Your very presence, demeanor, was of the same cloth as the practical suggestions that you made. Our world here is very different here now. At this Thanksgiving season, it’s a good time to write ‘Thanks for your help’, although the phrase falls short of the meaning of your work with us and for us.”
Charles and JanetMinneapolis, MN

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About

Maura Albrecht, ChFC - President financial management for seniors
Maura Albrecht, ChFC · President

My passion is to help Twin Cities seniors maintain their standard of living, by maintaining control of their finances.

That’s why I founded Financial Wellness for You, in 2007. With a passion for helping seniors remain as independent as possible, I offer daily money management services and a network of professional support to my clients and their families. I serve the entire Twin Cities area, including Minnetonka, Wayzata, Edina, Eden Prairie, Burnsville, Apple Valley, Minneapolis, St. Paul, and the surrounding suburbs. With 16 years of financial services experience, I have seen and solved just about every kind of financial challenge you may face.

Let’s Connect

Contact Me

Phone: 651-434-2003 · Email Address: maura@finwell4you.com

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