952-922-8972
lori@lorimanningfiduciary.com
P.O. Box 16210
St. Louis Park, MN 55416
"Assisting Older Adults With Their Personal and Financial Affairs"
Lori Manning Fiduciary Services, LLC provides daily money management and fiduciary services in the Twin Cities area.
Are you (or someone you know) having difficulty handling your personal finances?
Is paper piling up because you have difficulty sorting through mail?
Are you paying late fees on bills and bank fees for bounced checks?
Are you anxious and losing sleep over the state of your finances?
Is Hiring a Daily Money Manager Right for You?
- mail, paying bills, balancing your checkbook, filing
- monitoring expenses, contacting payees about billing errors
- purging years' worth of paper, organizing your office
- gathering information for your tax preparer, meeting with your advisors
- finding and assisting with interviews of service providers
Lori Manning may be your solution.
Is Appointing a Professional Fiduciary Right for You?
Do you have a Power of Attorney and Health Care Directive?
If not, is it because you don't know someone you can appoint to act on your behalf?
Have you considered appointing a professional fiduciary?
If you need to appoint a professional to handle your affairs as...
- Attorney-in-Fact for finances
- Health Care Agent for medical decisions
Lori Manning may be your solution.
For more information or
to schedule a free consultation,
Call Lori
952-922-8972
If you need someone you can trust to help with daily money management tasks...
A Daily Money Manager (DMM)
provides assistance to people who have difficulty managing their personal finances and paperwork.
Typically, a DMM visits a client’s home once or twice a month to review incoming mail, bills, and insurance papers. A DMM will assist with phone calls to payees, prepare checks for the client to sign, monitor expenses, balance the checkbook, make sure tax returns are filed, and provide referrals to other professionals.
A Fiduciary is a person or company entrusted with the property or finances of another person and in whose best interest the fiduciary is expected to act when holding, investing, or otherwise managing that person’s affairs.
A Professional Fiduciary manages the finances of and makes daily care, housing, and medical care decisions for non-family members.
