We come to you
The first visit is a free consultation to discuss how we might best assist you. Services will be provided on clients premises unless otherwise agreed to by Team Money Management, LLC. We serve Erie, Crawford, and part of Warren Counties in NW Pennsylvania. It is our goal to enable you to maintain control over your personal monetary and business affairs by offering simple, efficient processing and organization assistance.
Services provided may include:
Daily money management services have proven invaluable to elderly, people dealing with illness or injuries, caregivers, disabled, people going through life transitions, those who travel frequently or simply do not have time, ability or desire to maintain their personal routine finances.
Team Money Management, LLC will develop and maintain relationships with tax preparers, accountants, financial planners, lawyers, etc., and will organize the client’s paperwork as requested by their providers for these services. Team Money Management, LLC does not provide tax preparation or services that require CPA, CFP or legal representation, but may provide a list of those providers.
The first visit is a free consultation to discuss how we might best assist you. Services will be provided on clients premises unless otherwise agreed to by Team Money Management, LLC. We serve Erie, Crawford, and part of Warren Counties in NW Pennsylvania. It is our goal to enable you to maintain control over your personal monetary and business affairs by offering simple, efficient processing and organization assistance.
Services provided may include:
- Protection against fraud.
- Timely payment of bills.
- Accounts reconciled
- Financial reports for budgeting and tracking cash flow.
Daily money management services have proven invaluable to elderly, people dealing with illness or injuries, caregivers, disabled, people going through life transitions, those who travel frequently or simply do not have time, ability or desire to maintain their personal routine finances.
Team Money Management, LLC will develop and maintain relationships with tax preparers, accountants, financial planners, lawyers, etc., and will organize the client’s paperwork as requested by their providers for these services. Team Money Management, LLC does not provide tax preparation or services that require CPA, CFP or legal representation, but may provide a list of those providers.
