About Us
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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 to care for and make sure their day to day financial details are expertly managed and handled.
We serve an array of clients, from individuals both Older Adults and the families to Busy Professionals. We also provide Trust Administration services and Guardianship Accounting. |
Our History |
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.
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Key Facts
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.
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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).
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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.
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Our Team
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Jennifer L Shulman, MBA, PDMMOwner & Certified Daily Money Manager (CDMM®)
Founder/Owner of Simply Balanced Solutions: Jennifer Shulman
Education: BS in Accounting from University of Florida (Go Gators!); MBA from Saint Leo's University Year Simply Balanced Solutions began: 2013 Certification obtained: 2016 Professional activities outside of clients: Volunteer with AADMM including the Professional Development Committee, the Florida Regional Group, the Public Awareness Committee, the Mentoring Program and the Board of Directors, Treasurer; Volunteer with Project Prosper: Loan Committee. Her volunteer work includes hands on teaching, counseling, and organizing as well a committee and serving at the Board of Directors level. |
