Simply Balanced Solutions
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See what some of our clients are saying about Simply Balanced Solutions.

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"Thank you so much for everything with getting my Dad's files set up. It was exactly what I needed to move forward to deal with the mail coming in. Your services and professionalism are wonderful. Please feel free to use me as a reference in the future and Ill be sure to call you if I get in over my head again!
---- Daughter & Working Mom of 3"


"At the end of the week, I used to spend my Saturday morning going through my mail and paying my bills. I do not want take the time to categorize my expenses and reconcile my accounts, however I know this is important. My Accountant tells me this every year. Simply Balanced Solutions has given me my Saturday mornings back and made a friend out of my Accountant.
----Busy Doctor & Weekend Traveler"


"Time. There isn’t enough of it to spend with those you love. Bills. They never stop coming. Thankfully, Jennifer takes care of my finances so I don’t have to. She makes sure my accounts are maintained, my bills are paid and my taxes are filed. The mail is no concern of mine. The folks at Simply Balanced Solutions keep me on track and allows more time to focus family and friends, not finances.
---Retired & Loving it!"


"Jennifer is doing an extraordinary job and is employing special empathy when working in challenging situations. I am glad she is helping my uncle and me.  My uncle has been transferred to an ALF since. I can recommend Jennifer as a truly trustworthy ad reliable person providing her services very professionally.
---Thank you, Grateful Nephew"


In our opinion, your enthusiastic referrals are the greatest compliment.


We love it when you're pleased enough with our services to recommend us to others!

We also know that when you refer someone, your reputation is on the line;  we will always respect this and treat your referral with the trust, confidence and professionalism you have come to expect.

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Click here to email Jennifer
727-421-5573

Simply Balanced Solutions, LLC © 2013
Photo used under Creative Commons from focusonmore.com
  • Home
  • Let's Get Started
    • Fees
  • Clients
    • What our clients think of us >
      • Your thoughts
  • Services
  • About Us
    • Jennifer L Shulman, MBA, CDMM®
  • Resources