Financial Wellness for You, LLC
Personal Financial Counseling
Call for location
(651) 434-2003
maura@finwell4you.com
https://www.finwell4you.com
Service Details
Description
Financial management counselors take a look at your personal finance information, help to create a plan to pay off debt or keep on top of bills and provide retirement planning information.
Additional Information
Offers daily financial management tools to help individuals and their families maximize their financial independence
Services Include:
* Financial review
* Identification of income sources
* Review outflows
* Bill paying
* Ongoing bank reconciliation
* Organization and maintenance of financial records
* Coordination of professional resources including Health Care Managers, Attorneys, Accountant, Financial professionals, and Community Support programs
Services are offered in clients' homes.
Features
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Area Served by County
- Anoka County
- Carver County
- Dakota County
- Hennepin County
- Ramsey County
- Scott County
- Washington County
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Payment
- Private pay
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Specialization
- People with low income
Business Hours
9:00am - 5:00pm, Monday - Friday
Area Served
Twin Cities Metro area
Websites
Phone Numbers
| Type | Number | Hours |
|---|---|---|
| Main | (651) 434-2003 |
Last Update
12/5/2024
Other Locations
This provider does not offer this service at other locations.
Other Services or resources
This provider does not offer other services or resources at this location.
Taxonomy Terms Used: Clicking a taxonomy term from the list below launches a new search.
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DM-2000Financial Literacy Training Definition
Programs that provide educational workshops, printed materials, Internet website information or other types of resources for individuals, families, business owners and others that deal with the essentials of money management, asset building and financial independence. A wide variety of money management issues may be addressed including banking services, consumer credit lending, debt consolidation/repayment, bankruptcy, small business development, retirement planning, investment management, savings, risk management, tax and estate law and other similar topics.
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DM-6500Personal Financial Counseling Definition
Programs that help people who are having difficulty paying their monthly bills gain control of their finances. The process generally involves analysis of the individual's income, expenses, debts, taxes and other factors to create a personal financial assessment; development of a budget for basic living expenses; and agreement on a short-term plan for repayment of creditors which may include debt consolidation or other strategies and a longer term plan for realizing personal financial goals.
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FT-6900Probate Assistance Definition
Programs that provide assistance for people who are involved in proceedings that deal with the establishment of decedents' wills, the settlement of decedents' estates or the appointment of a guardian or conservator for adults or children who are unable to manage their own affairs.