Vera Kurlantzick Mindful Money Management, LLC
Vera Kurlantzick, MS, CDMM® is the founder and owner of Mindful Money Management, LLC. Her goal is to help seniors and their families, as well as people with mental health, intellectual, and physical disabilities, keep their financial affairs safe and organized. Since founding the company in 2011, she has provided personalized daily money management services with these core values:
Treat all clients and their families with dignity and respect, regardless of their age, their abilities, disabilities, and their health.
Understand what level of help makes clients are most comfortable — from having a little assistance with financial tasks to delegating everything to us, adjusting the level of support as needed.
Honor and follow clients’wishes for confidentiality, and ensure both the client and their designated loved ones are informed on a regular basis.
Leverage our knowledge and problem solving skills when advocating for clients.
Vera completed her Master’s Degree in Health Policy and Management at Harvard T.C. Chan School of Public Health, and has earned the designation Certified Daily Money Manager® by the American Association of Daily Money Managers. Early in her career she worked for non-profits recommending solutions to national problems, like how Medicare should pay physicians and hospitals for surgery. Now she focuses on related individual challenges, like helping ensure that “Mrs. Johnson” is able to pay physicians and hospitals for their health services. Mindful Money Management organizes finances so clients and their families have more free time to enjoy doing activities they love.