Mindful Money Management, LLC

We provide trusted help that respects the dignity and autonomy of our clients, gives them peace of mind, and gives them time to do other things.

Are you a senior or a person with disabilities who is having difficulty with daily paperwork? Do you have a person in your family or in your care who is facing similar challenges?

We have over a decade of experience assisting seniors and others with disabilities, plus many years of experience assisting our own parents and other family members.

We also have backgrounds in health insurance, including advocacy for general health care and disabilities.

We have all undergone background checks, and we maintain professional insurance.

We’re trained to help with sensitivity to your needs

We alleviate the worry you can experience from not understanding or not knowing your financial position. We also eliminate concerns that tasks will go undone due to fatigue or medical conditions.

We adhere to the values that provide the highest level of service.

Ethics and Standards of Practice
We’re a member in good standing of the American Association of Daily Money Managers and adhere to the association’s Standards of Practice for Professionalism, Confidentiality, Competence, and Integrity, as well as its Code of Ethics.

Our staff has been specially trained to work with people with dementia and intellectual, physical, and mental health disabilities.

Caring
Care and compassion are involved in everything we do. We take pride in our work but care most about you.

Accountability
We develop strong relationships with you and your family, based on communication and trust, with full transparency and accountability in all areas of our involvement.

We also provide reports so you know where every dollar comes from and how it is spent, and we share reports with the person or people you appoint to provide extra oversight.

Respect
We respect you as an individual and will work with you to help you attain your personal goals and maintain your independence. Our work is always oriented towards what is in your best interest.

Privacy
We treat your information according to the highest standards of privacy and will never share it with anyone else without your consent, except if sharing it is legally required.

To learn more about how we can help, contact us today
Call 240-548-7766
Email info@mindfulforyou.com
Speak with one of our thoughtful professional advisors. You’ll be glad you did.