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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
8056 Sleepy Lagoon Way
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
  • 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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