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Principled Money Management LLC

12 Alders Ln
Greenville, DE 19807-3050
(302) 545-7763
Services Offered:
Principled Money Management LLC serves New Castle, DE, Chester County, TN, Chester County, SC
  • General Information
  • General Information
  • Description
    About My Business
    Bill Paying, Check Book Reconciliation, Document Management and Claims filing for Seniors and Disabled
    About My Services
    Bill paying, including calls to payees regarding incorrect bills and preparation of checks for clients to sign,
    Balancing checkbooks and maintaining organization of bank records,
     Preparing and delivering bank deposits,
    Organizing tax documents and related paperwork,
    Negotiating with creditors,
     Deciphering medical insurance paperwork and verifying proper claim processing,
     Providing referrals to legal, tax, and investment professionals,
    Assisting with plans for moving from one’s home to a retirement or nursing facility,
     Acting as power-of-attorney.
     Maintaining client’s financial calendar,
     Preparing reports:
    o cash flow,
    o spending vs. budget,
    o investment performance,
     Investment tracking:
    o Portfolio analysis,
    o Reconciliation of brokerage reports,
    Long-term net worth and cash flow forecasts,
     General organization assistance.
    Experience And Credentials
    Member of and Past Chairman Chester County PA Dept of Aging Advisory Council,
    Volunteer with State Health Insurance Medicare Counseling Program
    United Way Financial Stability Partnership
    United Way Community Investment Team
    Board Member-Open Door-Drug & Alcohol Counseling
    Jewish Family Services-Brandywine Village Network Council Member
    SarahCare of Great Valley Adult Day Services owner(prior)

    B.Sc. McMaster University
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