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How-to Become a College Admissions Officer

May 14, 2019 by RebeccaM

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The Questions to Ask Mom (or Dad) When You Realize the Roles Have Switched

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What People Are Saying

“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
“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
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.
  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.

    Learn More >

  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.

    Learn More >

  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.

    Learn More >

  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

    Learn More >

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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.

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

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