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Financial Wellness for You, LLC

Personal Financial Counseling

DESCRIPTION: Financial management counselors take a look at your personal finance information, help to create a plan to pay off debt or keep on top of bills and provide retirement planning information. MORE INFORMATION Offers daily financial management tools to help individuals and their families maximize their financial independence Services Include: * Financial review * Identification of income sources * Review outflows * Bill paying * Ongoing bank reconciliation * Organization and maintenance of financial records * Coordination of professional resources including Health Care Managers, Attorneys, Accountant, Financial professionals, and Community Support programs Services are offered in clients' homes.

Last Update

06/23/2025

Physical Address

Hours

9:00am - 5:00pm, Monday - Friday

Service area

Scott, MN
Carver, MN
Anoka, MN
Washington, MN
Dakota, MN
Ramsey, MN
Hennepin, MN

Agency info

Financial Wellness for You, LLC

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