Our mission is to simplify your life.Simply Balanced Solutions delivers peace of mind to individuals and their families by providing individualized financial care and personal organization. |
We are eager to help you take control and regain your financial footing to better balance your life.
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"SBS focuses on rebuilding confidence and stability within your finances."Jennifer Shulman, MBA, CDMM is a certified professional and experienced accountant. For over 10 years she has been leading Simply Balanced Solutions and helping many people on their financial journeys.
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Answers to Common Questions
CDMMCertified Daily Money Managers are more than bookkeepers.
We maintain not only the ins and outs of your accounts, but keep you organized and prepared for any financial situation. We have gone through a rigorous certification process. We have professional insurance and background checks to ensure that you have a knowledgeable and responsible person helping you. We keep you in control of your finances - our role is to help manage the hassles of staying on track. |
RESOURCESIt's easy to get overwhelmed with managing finances. These resources should help to get started on a path to success!
Over the past 10 years we have built up several resources to help our clients and their families. You can find even more here:
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