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It's A Digital Age- Get OnBoard!
October 19, 2023 5:00 PM
Zoom meeting
Reminder: AADMM-Atlanta DOES NOT hold a meeting in November due to the AADMM National Conference..
November 16, 2023 5:00 PM
No Meeting Is Held in November
December 7, 2023 Holiday Social
December 07, 2023 5:30 PM
To Be Determined
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Home
About
About AADMM and AADMM Atlanta
AADMM What is a Daily Money Manager?
Who Needs a Daily Money Manager?
AADMM Code of Ethics
AADMM Standards of Practice
Find a DMM
FAQ
Resources
Join
Events
Contact Us
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Wendy Sargent
Member profile details
Membership level
Regular Membership
First name
Wendy
Last name
Sargent
Email
wendy@balancedmm.com
Phone
770-540-6057
Member Application
Business Name
Balanced Money Management
Address
8056 Sleepy Lagoon Way
Establishment Date
2013
Website
www.balancedmm.com
National Board Member
Yes
Accepting New Clients
Yes
Services Offered
Bill Payment for ind/fam
Bill Payment for small business
Financial record management
Budgeting
Debt reduction
Negotiating with creditors
Working with fiduciaries
Financial coaching
Financial fraud
Notary
Facilitation of Household Payroll
Expertise Working With
Adult Children
Busy Professionals
High Net Worth Individuals & families
People in life transition
Seniors and Older Adults
Small Business Owners
Fiduciary
Works Remotely
Yes
Certifications
CPA
Business Logo
Service Areas
Remote (anywhere in USA/globally)
Atlanta/Buckhead/Midtown
Gwinnett County
Northeast Georgia outside Atlanta
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Serving the greater Atlanta area and virtual clients throughout the world.
Email:
mail@aadmmatlanta.com
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