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Your Top Ten Professionals

We all have people in our lives who are there for a reason.  Family and friends top the list.  What about those who help us through the other big parts of life?  Hereís my list of the top ten professionals you need in your life.

 

  • Daily Money Manager-a great money manager handles the bills, organizes your records, and can find those important documents in an instant when you need it
  • Lawyer-someone who knows your assets, your deep dark family secrets, who you want to leave your favorite jewelry and who protects what is most important to you
  • Accountant-an awesome accountant knows the deductions you can take, how you can save money, and makes sure your taxes are done right without getting in trouble with the IRS
  • Doctor-a great doctor knows your family history without looking it up, remembers the surgery you had ten years ago, and pushes you to lose that last ten pounds
  • Therapist/coach/mentor-this is the person who keeps you accountable, listens to your deepest worries, and encourages you to keep moving forward
  • Professional group-this group pushes you to be your best; offers advice and gives you a chance to get out of your comfort zone to learn more
  • Hairstylist-a great hairstylist makes you look and feel your best; not to be confused with your counselor!
  • Plumber/electrician-someone you need in a pinch so you donít pay more than you should when the pipes burst
  • Advocate-someone who will fight for you; be it a friend or a professional, this person has your back no matter what is going on in your life
  • Financial Counselor or Financial Advisor- someone to either guide you to your financial goals or push you forward when you get there


Graduation Packages!

We are excited to announce Graduation packages for new Graduates!

Offering financial education for both high school graduates and college graduates, we cover income and expenses, credit and debt, student loans, and your first job!  Contact us today for more information


Empowerment Summit

Join me on Saturday, March 24th for the Endless Mountains Empowerment Summit!

A day of fantastic, motivational speakers.  I'll be speaking in a breakout session about Finance and Family.

8:30-3:30 at Elk Lake High School.  Follow the link below to register!

Link


Employee Financial Wellness Programs

Life Money Management is now offering Employee Financial Wellness Programs for small employers.

By managing their personal finances effectively, employees have greater control over their financial future.  Retirement, medical expenses, long-term care,and family caregiving are just a few of the areas which can be addressed.  

Life Money Management offers both group classes and one-on-one sessions.

Contact us today for more information!


Excellent article in Kiplinger News

Here is an excellent article for families with aging parents. 

Link


Life Money Management Launches

A new firm is addressing money management challenges that plague many Pennsylvania residents. Life Money Management, owned by Julianne Miller, teaches everyday folks about how to budget, balance checkbooks, negotiate lower credit card fees, apply for loans, and make informed financial decisions.

"We help people understand their finances so they can lead a better life without worrying about money," Julianne Miller said. "Some people love to learn, and others, not so much. Some people don't want anything to do with money. That's ok -- we have them covered too. We can help with everyday bills and money management. Just because someone doesn't want to manage their money doesn't mean they should be late with bills and then get charged overdraft fees because they are busy."

One aspect that families find helpful is getting assistance for their elderly parents' finances. As one client said: "I'm so glad you are helping [my parents]. I don't know what [they] would've done without you."






Reviews

seniors

R.W. - says: When my wife had a stroke we could not have imagined the workload we faced to deal with the multiple agencies and services of help.... Julianne has been at our side walking us through the maze of bureaucracy and confusion. We have been well-served by this relationship. We recommend her to those in similar circumstances.


R.A. - Tunkhannock PA says: "It's always such a pleasure seeing you and knowing you can take care of this."


M.E. - Tunkhannock PA says: "I'm so glad I saw you today; I feel better now that I spoke with you."


C.W. - Tunkhannock PA says: "I'm so glad you are helping [my parents]. I don't know what [they] would've done without you."