Loose a loved one or need a partner to help you with all of your financial paperwork?
Need help managing mom or dad's paperwork? Have enough on your plate already?
We provide services that meet your individual needs...
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.
For our corporate clients, services are delivered on site or by webinar.
"I don't know what I would have done without your help" [managing finances and day to day matters after husband passed away].
"I am so thankful to have you in my corner."
"I'm so happy that everything is taken care of. I don't have to worry anymore."
"I'm so thankful for you [Lisa]."
"I can finally sleep at night, knowing this is all taken care of [mail and day to day finances]."
Managing personal daily money matters such as bills, budgets, record keeping, and much more. Learn more.
Planning, organizing, sorting and maintaining the influx of paperwork on a regular basis. Learn more.
Professional POA services have the legal authority to act for you, sign paperwork, manage accounts, etc. Learn more.