Biographical Information
Simply Balanced Solutions, LLC is a daily money management company. We provide bill pay, organization and security services for individuals.
Jennifer Shulman, MBA, CDMM earned her BS in Accounting at the University of Florida and her MBA from Saint Leo's University. She began her career as a financial auditor and a Senior Accountant. Expertise, organization and accountability were all valued traits in both of these positions and she continues to employ these traits in all aspects of her professional life.
Jennifer is committed to providing all of her clients with nothing less than the highest level of professionalism, integrity, and confidentiality.
We are committed to working with you and your legal, tax and other financial professionals to ensure that your particular needs are met.
Our mission is to make your life and the lives of your loved ones easier. We simplify the management of your daily finances and provide solutions that bring balance not only to your checkbook, but your family as well.
When you work with us you remain in control of your finances, just without the hassle. In fact, you will find that with our service you will be better informed about your finances which can bring peace of mind to you and your family.
