About Us

Our History

Simply Balanced Solutions, LLC is here because of an identified need and willingness to serve. There are many individuals and families that need a professional financial care to make sure their day to day details are taken care of.
 
We serve an array of clients, from busy professionals, Seniors as well as Trust administration.

Simply Balanced Solutions has been humbly serving clients since 2013. We value our professional partners and our clients and appreciate the opportunity to serve them everyday. We look forward to many more successful years of expanding our professional and client family.

Important things to know

We are here to help, however we want you to be at ease.

Professionally insured

We are professionally insured to provide additional assurance to our clients.

Certified as a Professional

Jennifer is a Certified Daily Money Manager (CDMM®) and is an active member of the American Association of Daily Money Managers (AADMM).

Background check

As a CDMM®, a background check must be done and must be reported to the AADMM in order to continue to practice.

Our Team

To Learn more about Jennifer

Jennifer L Shulman, MBA, PDMM

Owner & Professional Daily Money Manager (CDMM®)

Jennifer Shulman, founder of Simply Balanced Solutions, LLC, in St. Petersburg, Florida provides Daily Money Management services for seniors, busy professionals, and high net worth individuals. Jennifer joined AADMM in 2013 following the creation of Simply Balanced Solutions and in 2016 she received her certification as a CDMM®. She has been active in AADMM including the Professional Development Committee, the Florida Regional Group, and the Public Awareness Committee. Jennifer also enjoys volunteering and serving several community organizations focusing on food insecurities and financial literacy. Her volunteer work includes hands on teaching, counseling, and organizing as well a committee and serving at the Board of Directors level.

To Learn more about Lisa

Lisa M Potts

Account Service Manager

Lisa is an integral part of our "Simply Balanced" team. Lisa serves our clients with a strong but gentle hand. Her experience in law enforcement  and her love for humanity creates a an amazing combination from which she serves our clients with respect and diligence.

WHAT OUR CLIENTS SAY MATTERS.

See what others are saying about our services.

THEIR WORDS

When you pay attention to the detail, the big picture will take care of itself. ---Georges St. Pierre

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