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Personal Money Matters, LLC | Kathrien DeWitt

At Personal Money Matters we supply our customers with all aspects concerning their financial needs.

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Personal Money Matters, LLC | Kathrien DeWitt | personalmoneymattersllc.com Reviews

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At Personal Money Matters we supply our customers with all aspects concerning their financial needs.

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Personal Money Matters, LLC | Kathrien DeWitt

http://www.personalmoneymattersllc.com/index.html

WELCOME TO PERSONAL MONEY MATTERS LLC. Katherine (Kate) DeWitt, CSA. Your Personal Financial Professional. Here at Personal Money Matters we serve our clients by:. In their goal to retain their financial independence by helping manage routine financial matters such as bill payment, cash flow, banking and medical claims, etc. Preparing Tax Records for Accountants,. Sometimes going back multiple years with complex situations requiring detailed scheduling and documentation. Financial systems like Quicken.

2

Personal Money Matters, LLC | Customer Benefits

http://www.personalmoneymattersllc.com/benefits.htm

Benefits to Our Clients. Create order to your financial affairs. Benefit from the stability that comes from having your financial business attended to on a regular basis. Improve your ability to meet financial needs in the future. Improve coordination with your CPAs, CFPs, Attorneys and other professionals. Enhance communication regarding financial affairs with family members. Keep abreast of developments in the rapidly changing financial industry. 2010 Personal Money Matters, LLC.

3

Personal Money Matters, LLC | Kathrien DeWitt

http://www.personalmoneymattersllc.com/index.htm

WELCOME TO PERSONAL MONEY MATTERS LLC. Katherine (Kate) DeWitt, CSA. Your Personal Financial Professional. Here at Personal Money Matters we serve our clients by:. In their goal to retain their financial independence by helping manage routine financial matters such as bill payment, cash flow, banking and medical claims, etc. Preparing Tax Records for Accountants,. Sometimes going back multiple years with complex situations requiring detailed scheduling and documentation. Financial systems like Quicken.

4

Personal Money Matters, LLC | Client Relations

http://www.personalmoneymattersllc.com/relations.htm

Relationship is confidential between PMM, LLC and Client. Personal service and customized menu of services. Paper based or computer based services provided. Hourly rates for time worked; travel rates apply. Work performed at Client's home or place of business. Security of financial information assured. 2010 Personal Money Matters, LLC. Website by www.gr8memories.com.

5

Personal Money Matters, LLC | Affiliations and Accreditations

http://www.personalmoneymattersllc.com/affilate.htm

American Association of Daily Money Managers. The national association of professional daily money managers. Former member of the Board of Directors. Professional Daily Money Manager. Certification awarded by the American Association of Daily Money Managers - www.aadmm.com. Awarded this designation by the Society of Certified Senior Advisorsactive 2005-2016. American Society on Aging. Class of 2012, A Fairfax CO program. 2010 Personal Money Matters, LLC. Website by www.gr8memories.com.

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Personal Money Matters | Login

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Personal Money Matters, LLC | Kathrien DeWitt

WELCOME TO PERSONAL MONEY MATTERS LLC. Your Personal Financial Professional. Here at Personal Money Matters we serve our clients by:. In their goal to retain their financial independence by helping manage routine financial matters such as bill payment, cash flow, banking and medical claims, etc. Preparing Tax Records for Accountants,. Sometimes going back multiple years with complex situations requiring detailed scheduling and documentation. Supporting Clients and their Families. That routine financial m...

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Kevin T Shoemaker, CFP

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