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Wendy Sargent

 

Member profile details

Membership level
Regular Membership
First name
Wendy
Last name
Sargent
Phone
770-540-6057
 

Member Application

Business Name
Balanced Money Management
Address
5900 Spout Springs Rd. Unit 3C-1065 Flowery Branch, GA 30542
Establishment Date
2013
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
  • Fiduciary services
  • Working with fiduciaries
  • Financial fraud
  • Facilitation of Household Payroll
Expertise Working With
  • 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 Info
With over 30 years of experience in the accounting field, I have honed a deep understanding of the complexities of personal finance. My company, Balanced Money Management, LLC, provides professional specialized services tailored to the unique needs of busy individuals, frequent travelers, adult children of aging parents, older adults, and high-net-worth individuals. I understand that life's demands—whether from health, family obligations, or career—can make it difficult to stay on top of personal finances. My mission is to ease that burden.
At Balanced Money Management, I help clients regain peace of mind, reduce stress, and regain control over their financial world.
Business Logo
Service Areas
  • Remote (anywhere in USA/globally)
  • Atlanta/Buckhead/Midtown
  • Gwinnett County
  • Northeast Georgia outside Atlanta
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