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Improve Your Quality of Life

Improve Your Quality of LifeImprove Your Quality of LifeImprove Your Quality of Life

Do you or someone you know have difficulty managing money or handling routine financial matters?

Call to schedule a free 30 minute consultation 317.491.4511

Improve Your Quality of Life

Improve Your Quality of LifeImprove Your Quality of LifeImprove Your Quality of Life

Do you or someone you know have difficulty managing money or handling routine financial matters?

Call to schedule a free 30 minute consultation 317.491.4511

Your solution to stress free management of day to day financial matters.

Find out more

You're busy & time is precious, let us help...

  • Bill Pay  & Account Reconciliations
  • Mail Management
  • Medical Bill & Insurance management
  • Financial Coaching
  • Document & Paperwork Organization
  • Professional Power of Attorney Services
  • Trust Accounting
  • and more...

Learn more about our services

Who Do We Serve?

Widows & Widowers

Busy Professionals

Widows & Widowers

Lose a loved one or need a partner to help you with all of your financial paperwork? Learn more.

Adult Children

Busy Professionals

Widows & Widowers

Need help managing Mom or Dad's paperwork? Have enough on your plate already? Learn more.

Busy Professionals

Busy Professionals

Busy Professionals

You're busy doing what you do best; let us help keep you organized and on top of your game! Learn more.

Have questions? Contact us for a FREE consultation!

Contact Us now

What is a Daily Money Manager?

  

A Daily Money Manager (DMM) is a financial professional who provides personal financial services to individuals and families, and who manages personal daily money matters such as bills, budgets, record keeping and much more. (Source)


Our Mission & Commitment to You

We are here to help you maintain your independence by partnering with you and your loved ones to take care of day to day mail, paperwork, and financial matters, so you can focus on enjoying each day to the fullest. 

Contact Us

Contact Us

Call to schedule a FREE 30 minute consultation!

Do you or someone you know have difficulty managing money or handling routine financial matters due to health issues, loss of loved ones, or demanding careers? We can help. Contact us today!

Financial Wellness Advocates, LLC

4000 W 106th St, Ste 125-202 Carmel, IN 46032

317.491.4511 lisa.kellum@financialwellness4you.com

Connect With Us

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