Personal Financial Management

At Marien Wealth Advisors, our personal financial management professionals represent an efficient and cost-effective alternative to the employment of personal secretaries or bookkeepers. Our highly-personalized approach to personal financial management greatly reduces our clients’ financial administrative burdens.

Our experienced team of personal financial management accountants and support staff provides a full range of services, including:

 Bill paying services

Managing and monitoring daily financial transactions, including deposits and    expenditures, as well as bank and credit card statements

Categorizing and tracking expenditures, including charitable deductions and business    expenses

Analyzing investment transactions and statements

Insurance placement and management

Legal and financial record consolidation and organization

Cash flow management

Arranging financing and debt management

Financial reporting

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