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~ SERVICES DESIGNED TO ASSIST YOU IN MEETING YOUR DAILY FINANCIAL GOALS ~

Would you like to minimize time devoted to daily financial commitments? Are you responsible for multiple household accounts? Freedom Money Management can help make space in your schedule for other obligations or interests. Our services are ideal for:

  • Busy professionals

  • Seniors and Adult children of seniors

  • High net worth individuals and families 

Budget creation and management with a focus on attainable short-term and long-term outcomes

Financial coaching to prepare for a more 
flexible lifestyle

Bill paying and financial records management for worry-free tracking

Collaboration with clients including POA and Trustee responsibilities if desired

Services: Services
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