Welcome to Financial Wellness Advocates, LLC

Daily Money Management 

Financial Coaching


Your Peace is Our Passion

What we can do for you...

Relieve Your Stress

Do you or someone you know have difficulty managing money, stacks of mail, or confusing medical bills? Have you recently suffered a loss or have health issues that are making the day to day paperwork and financial issues more difficult?


Financial Wellness Advocates provides you and/or your loved ones with short or long term assistance when facing these challenges. From dealing with the loss of a spouse through death, separation or divorce, to loss of vision or memory issues, our advocates will help you navigate these day to day challenges.  


We will help you worry less and live a better quality of life.  Financial distress can negatively impact your physical and mental health. Your wellness is important, so let us help you improve your quality of life.

Would you like a partner to help you with your finances?

You don't have to figure this out on your own. Life events happen to all of us, sooner or later, that create new challenges. You have a trusted partner that will help you manage all your money matters, including medical bills, and put your mind at ease. Helping seniors manage money in Zionsville, IN  and surrounding communities.


We customize services to fit your needs.



Full-Service Cash-Flow Management Solutions

You are unique! We provide solutions that meet your individual needs. Services include, but are not limited to: 

  • Creating a cash flow plan
  • Assisting with paying bills
  • Managing/organizing documents
  • Reviewing financial and creditor statements 
  • Reviewing medical bill statements and negotiating payments
  • Reconciling accounts
  • Developing a plan to get out of debt and/or deal with creditors
  • Collaborating with current professionals who serve you
  • Connecting you with other professionals to meet your needs
  • And much more...

Services




Your financial health matters. Invest in your well being.

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Financial Wellness Advocates, LLC

317-491-4511

Hours

Monday - Friday: 9am - 5pm

Saturday: Closed

Sunday: Closed

Site Content

Services

Services include, but are not limited to:

  • Sorting through and completing paperwork after the loss of a loved one
  • Creating a cash flow plan
  • Assisting with paying bills
  • Managing/organizing documents
  • Reviewing financial and creditor statements 
  • Reviewing medical bill statements and negotiating payments
  • Reconciling accounts
  • Developing a plan to get out of debt and/or deal with creditors
  • Collaborating with current professionals who serve you
  • Connecting you with other professionals to meet your needs
  • And much more...

Testimonials

"I don't know what I would do without your help."   Emily


"I am so thankful to have you in my corner." Pauline


"I'm so happy that everything is taken care of." Elizabeth


"I'm so thankful for you [Lisa]." Ernie



  

Location of Services

Financial Wellness Advocates, LLC is located in Zionsville, IN, however, we bring the services to you. The services are not only customized to meet your needs, but they are also provided in a setting that is most comfortable for you. 


For our clients with visual, memory or mobility challenges, services are delivered right in their homes. Our goal is to make things easier to manage, so our clients love the personalized in-home services. 


 

Frequently Asked Questions

How do you charge for services? Services are billed by the hour at a rate of $75 for daily money management and $95/hr for financial coaching. 


Is there a limit to the number of hours billed?  No, some clients may only need short-term budgeting assistance, while others want the full-service of ongoing support to give them peace of mind.


If I am the Power of Attorney for my parent(s), can I hire you? Absolutely! We want to help you balance your own life and responsibilities, while making sure your loved ones are taken care of.  


Do you bill for travel time? There is a small fee of $15 for travel time (30 minutes or less for round trip) or $20 (over 30 minutes for round trip). 


Can you coordinate with other professionals I use? Yes, we collaborate with your Financial Advisors and Estate Planners, CPAs, Bankers and any other professionals that are necessary to give you be best continuity of service.