Personal Money Matters, LLC

About Personal Money Matters, LLC

Providing a Full Range of Daily Financial Management Services Katherine DeWitt -Your Personal Financial Professional Certified Senior Advisor Registered Financial Gerontologist Achieve peace of mind for yourself or a loved one by knowing that all personal financial matters are being tended to properly and on a regular basis. Using the services of PMM, LLC will help an individual retain their financial independence, create order to financial chaos, better plan for the future and benefit from the stability that comes from having one's affairs properly managed. PMM, LLC works closely with other financial professionals, family members and care providers. Services range from regular visits to handle bills, statements, budgeting, financial records and other financial activities to support for unusual situations such as moving, hospital or rehab stays and estate settlement. Clients benefit from Katherine DeWitt's years of experience in the financial industry, including serving as bank president and CEO. Additionally, DeWitt has completed courses of study offered by the Society of Certified Senior Advisors and the American Institute of Financial Gerontology. These programs focus on the unique needs of seniors in all aspects of their lives and prepare those professionals working with seniors to be more effective.

 

 

 

 

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