Julianne Miller

Life Money Management LLC

 

Member profile details

 

Contact Details

First name
Julianne
Last name
Miller
Title
Owner
Badge Name
Julianne Miller
Company
Life Money Management LLC
Profile Photo
 

Work Experience and Volunteer Interest

AADMM Volunteer Experience(s)
  • Regional group or chapter leadership (any role applies)
 

Organization Details

Establishment Date
October 2017
Services Provided
  • Bill payment services for individuals and families
  • Bill payment services for small businesses
  • Budgeting
  • Financial coaching or counseling
  • Financial record management
  • Solo Agers
  • Working with fiduciaries on financial tasks
Accepting new clients?
Yes, accepting new clients
Specialty
  • Adult Children
  • People in life transition, divorce, loss of spouse, newly engaged, or married new to the workforce
  • Seniors and Older Adults
  • Solo Agers
Remote Service
Yes, works remotely
Biographical Information
When working with our clients, we take the frustration of managing money off your hands. We want women to feel confident in their ability to overcome life’s obstacles with ease and simplicity.
We provide:
Financial Counseling/Coaching: This step-by-step service helps you take control of your finances. We dive in to evaluate your income and expenses, identify obstacles, and provide solutions to help you reach your savings goals. Our clear and simple system puts you in control and on the path to financial success.

Daily Money Management: Our Daily Money Management (DMM) services are ideal for busy families or solo agers who want a trusted partner to handle the day-to-day aspects of personal finances for themselves or their aging parents. We create a plan that may include managing daily bill-paying and assisting with estate-related financial matters after the loss of a loved one. Our services help relieve financial overwhelm by supporting you with bill payment, tax prep organization, financial advocacy, referrals to CPAs, financial advisors, and estate attorneys, as well as estate assistance after the death of a loved one.

Schedule a complimentary consultation today at
https://calendly.com/lifemoneymanagement
 

Main Office

Office 1: Address
120 Bridge St. Suite 5
Office 1: City
Tunkhannock
Office 1: State
Pennsylvania
Office 1: Zip
18657
Office 1: Phone
570-406-3312
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