Simply Settled (Estate & Trust and Guardianship Accounting Support)

Being asked to serve as a personal representative, guardian or trustee is a sobering experience, you have been identified as someone who could be trusted in handling the very personal affairs of another. 

Of course, this does not mean it is easy, you will be asked to provide accounting and documentation to the courts and beneficiaries and most likely it needs to be in predetermined format.  You will also be working on a timeline that will be dictated by others, and all you probably have other things going on in your own life as well.

Simply Balanced Solutions can work hand in hand with you and your Attorney to make sure all the expected tasks are completed for you so you don’t have to.

Call us to find out we can help

Simply Supported (Older Adults)

As our world becomes more complicated, there are increasing demands on our time; many families are trying to balance responsibilities at work, home, and also caring for aging family members, many of whom are hundreds if not thousands of miles away. This is a daunting, and often overwhelming, responsibility. Many of these aging family members are fully functioning independent adults, however they may be having  occasional health issues or just may feel overwhelmed with the pace and volume associated with managing their money, paying their bills or staying organized. 

Simply Balanced Solutions can help ease your stress by making sure the daily money matters are taken care of in a professional and courteous manner.

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Our services are tailored to address the specific and personal needs of each individual and your family’s set of circumstances. 

Simply Done (Busy Professionals)

You work hard.  When you are not at work you want to do the things you truly enjoy.  Whether it's spending time with family, working on your back-swing, catching up with friends or volunteering in your community; it’s probably not reconciling your checkbook.

We get it & we can help.

What you need is a Certified Daily Money Manager (CDMM®).  A professional who takes care of your bills, tracks income and expenses while keeps you in the know.

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Simply Musical (Musicians and Performers)

Your next performance is out of town this week, next week you're in the studio and you have a To-Do List a mile long with everyone wanting a piece of your most valuable resource, time. The last thing you want to do is sit down to pay your bills or organize and gather documents.

Simply Balanced Solutions takes care of your items, like paying your bills, organizing documents whether you are away or back home.

No matter where you are, your finances will be taken care of.

Let's take it from the top

Simply Balanced Solutions can work hand in hand with you and your agent, advisors, accountant and attorney to make sure all the expected tasks are performed so you don’t have to.