Jennifer Shulman

Simply Balanced Solutions

 

Member profile details

 

Contact Details

First name
Jennifer
Last name
Shulman
Suffix
MBA, CDMM
Badge Name
Jennifer Shulman MBA, CDMM
Company
Simply Balanced Solutions
Profile Photo
 

Work Experience and Volunteer Interest

AADMM Volunteer Experience(s)
  • AADMM national committee member
  • AADMM "Mentor Program" (mentors only)
  • AADMM national board member
 

Organization Details

Establishment Date
2013
Services Provided
  • Bill payment services for individuals and families
  • Budgeting
  • Fiduciary services including POA, Trustee
  • Financial coaching or counseling
  • Financial fraud issues
  • Financial record management
  • LGBTQ+
  • Solo Agers
  • Working with fiduciaries on financial tasks
Accepting new clients?
No, not accepting new clients
Specialty
  • Adult Children
  • Busy Professionals
  • High Net Worth Individuals and Families
  • People in life transition, divorce, loss of spouse, newly engaged, or married new to the workforce
  • Seniors and Older Adults
  • LGBTQ+
  • Solo Agers
Remote Service
Yes, works remotely
Biographical Information
Simply Balanced Solutions began in 2013 and is going strong. We enjoy the satisfaction of helping individuals with their finances and our clients appreciate our services. It is a win-win!

Jennifer Shulman's background:
B.S. in Accounting-Fisher School of Accounting -University of Florida
MBA from Saint Leo's University
Certified Daily Money Manager (CDMM®)

Learn more SimplyBalanced4u.com
Certified CDMM
Yes
 

Main Office

Office 1: Address
PO Box 76505
Office 1: City
St. Petersburg
Office 1: State
Florida
Office 1: Zip
33734
Office 1: Phone
727-421-5573
Powered by Wild Apricot Membership Software