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Beyond Bills and Budgets: Reduce Stress with a Trusted Daily Money Manager
Many of us know firsthand that the responsibility and effort needed to manage our money can be overwhelming. Oftentimes, the struggle arises with aging or after the loss of a spouse. Busy professionals and families also can have trouble keeping track of financial obligations. And, in today's economy, many young people need help creating budgets and tracking scarce financial resources.
As a result, a valuable service industry has emerged to provide the knowledge, trust, and time needed to pay bills, organize documents, and engage other financial and legal professionals. So, Jeff Bellomo introduces us to Lindsay Mills, founder of Cardinal Haven, LLC, who discusses the services she provides as a Daily Money Manager.
Lindsay shares how her 20+ years in professional finance and a personal loss prompted her to start a reliable and trustworthy financial services business. From the beginning, her goal has been to alleviate the stress of personal financial management amid aging, loss, transition, or time constraints. Lindsay handles the details so that her clients can stay focused on living their lives.
Cardinal Haven is insured and bonded and a member of the American Association of Daily Money Managers and the Pennsylvania Association of Notaries. To learn more, call Lindsay at (717) 584-1978, email [email protected], or visit www.cardinalhavenllc.com
WHAT YOU NEED TO KNOW
(00:00) Introduction: Lindsay Mills of Cardinal Haven, LLC
(02:27) Lindsay's background and company
(05:30) Daily money manager vs. financial advisor
(08:15) The meaning behind Cardinal Haven
(10:05) Referrals and word-of-mouth
(11:15) Onboarding and free consultations
(13:15) Flexibility in services and service area depending on needs
(15:05) All age ranges can benefit from a daily money manager
(16:37) Reducing stress, listening to clients, and building relationships
ABOUT BELLOMO & ASSOCIATES
Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language.
Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.
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By Jeffrey Bellomo
5
88 ratings
Many of us know firsthand that the responsibility and effort needed to manage our money can be overwhelming. Oftentimes, the struggle arises with aging or after the loss of a spouse. Busy professionals and families also can have trouble keeping track of financial obligations. And, in today's economy, many young people need help creating budgets and tracking scarce financial resources.
As a result, a valuable service industry has emerged to provide the knowledge, trust, and time needed to pay bills, organize documents, and engage other financial and legal professionals. So, Jeff Bellomo introduces us to Lindsay Mills, founder of Cardinal Haven, LLC, who discusses the services she provides as a Daily Money Manager.
Lindsay shares how her 20+ years in professional finance and a personal loss prompted her to start a reliable and trustworthy financial services business. From the beginning, her goal has been to alleviate the stress of personal financial management amid aging, loss, transition, or time constraints. Lindsay handles the details so that her clients can stay focused on living their lives.
Cardinal Haven is insured and bonded and a member of the American Association of Daily Money Managers and the Pennsylvania Association of Notaries. To learn more, call Lindsay at (717) 584-1978, email [email protected], or visit www.cardinalhavenllc.com
WHAT YOU NEED TO KNOW
(00:00) Introduction: Lindsay Mills of Cardinal Haven, LLC
(02:27) Lindsay's background and company
(05:30) Daily money manager vs. financial advisor
(08:15) The meaning behind Cardinal Haven
(10:05) Referrals and word-of-mouth
(11:15) Onboarding and free consultations
(13:15) Flexibility in services and service area depending on needs
(15:05) All age ranges can benefit from a daily money manager
(16:37) Reducing stress, listening to clients, and building relationships
ABOUT BELLOMO & ASSOCIATES
Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language.
Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.