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?
Adult Children
Busy Professionals
Widows & Widowers
Need help managing Mom or Dad's paperwork? Have enough on your plate already?
Busy Professionals
Busy Professionals
Busy Professionals
You're busy doing what you do best; let us help keep you organized and on the top of your game!
Our Clients
We tailor solutions to meet your needs
We tailor solutions to meet your needs
We tailor solutions to meet your needs
We provide services that meet your individual needs...
- Widows and widowers
- Individuals with visual and/or memory impairments
- Adult children with aging parents
- Busy professionals
- Small business owners
- Families that travel extensively
- Professionals that want a financial accountability partner
- Transitioning from divorce
- And others
We bring our services to you
We tailor solutions to meet your needs
We tailor solutions to meet your 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.
Testimonials
Here is what our clients are saying...
"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]."
Featured Services
Daily Money Manager
Professional Power of Attorney
Mail & Paperwork Organization
Managing personal daily money matters such as bills, budgets, record keeping, and much more. Learn more.
Mail & Paperwork Organization
Professional Power of Attorney
Mail & Paperwork Organization
Planning, organizing, sorting and maintaining the influx of paperwork on a regular basis. Learn more.
Professional Power of Attorney
Professional Power of Attorney
Professional Power of Attorney
Professional POA services have the legal authority to act for you, sign paperwork, manage accounts, etc. Learn more.