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Simply Balanced Solutions, LLC (SBS) is a daily money management firm that handles the day-to-day financial transactions of people's lives so they don't have to.
Our mission is to simplify your life. |
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Certified Professional
Certified Daily Money Managers (CDMM®) CDMMs (formerly Professional Daily Money Managers, PDMMs) are financial professionals who have demonstrated advanced knowledge in the management of personal financial matters and have earned certification. These daily money managers have earned the designation Certified Daily Money Manager (CDMM®) by meeting eligibility requirements and passing an intensive examination. The certification process was developed by the American Association of Daily Money Managers (AADMM) as part of its mission to assure high standards of practice and delivery of quality service by DMM professionals.
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Professionally insured: We are professionally insured to provide additional assurance to our clients.
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Background check: As a CDMM, a background check must be done and must be reported to the AADMM in order to continue to practice.
Confidentiality is key: All client information financial and otherwise are kept confidential and are only shared with others with written consent to do so.
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We work with Professional Partners
We work hand in hand with our clients' professional team including Attorneys, CPA, Healthcare Managers as well as Certified Financial Planners make sure all aspects of your clients needs are met.
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It is important to remember that YOU remain in control of your finances, just without the hassle. |
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What our clients say about our service:
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Taking care of my elderly friend from several states away would have been impossible without Jennifer and Lisa. Simply Balanced Solutions was the one entity I could consistently count on to collect, organize and electronically forward mail no matter where I was. In addition, setting up and monitoring a TrueLink VISA account so that my friend's caregivers would have access to needed funds in my absence was a plus. Given my constant travel schedule, these services were of critical importance to me as I dealt with the many issues that caring for an elderly person entail. Thankfully Jennifer's constant surveillance of all accounts to make sure invoices were paid and checks deposited expeditiously kept all financial matters on track. Her end of year assistance with gathering information needed for the preparation of income tax returns was invaluable as well.
Jennifer is very easy to work with and most willing to craft solutions to meet any need. In short, I highly recommend Simply Balanced Solutions for anyone who needs any type of assistance tracking, organizing or otherwise dealing with financial matters, whether very small or larger in scope. |
EMAIL ADDRESS
Contactus@SimplyBalanced4u.com
PHONE NUMBER
727-421-5573
P.O. BOX ADDRESSSimply Balanced Solutions
P.O. Box 76505 Saint Petersburg, FL 33734 |
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