© 2013-2019 by Meadowlark Financial Care, LLC

ABOUT

Meadowlark Financial Care, LLC

Daily Money Management, Fiduciary, and Tax Services

Meadowlark Financial Care, LLC is dedicated to helping individuals, families and small businesses master their financial management responsibilities by providing customized solutions specifically crafted for each client in a professional, confidential and caring manner.
Whether you need help with daily money management, fiduciary, or tax matters, we have you covered.
Honesty and integrity are important to us. The clients we choose to work with are aligned with our commitment to provide a meaningful, supportive service that allows us to use our talents of organizational skills and personal finance knowledge, combined with a passion for precision. This leads to building long-lasting partnerships with our clients.
 
Our Story

Meadowlark Financial Care, LLC was founded in 2013 with the sole purpose of helping to protect elderly clients from being a victim of financial fraud. Being an active participant in helping our clients pay bills, review medical statements, and manage daily living expenses. Since then, demand for our services has grown to include a wide range of clients who wish to alleviate the time, stress and complexity of managing their own financial affairs. In 2017, our name was changed to Meadowlark Financial Care, LLC to better represent our enhanced services.

How We Work

Meadowlark Financial Care, LLC is dedicated to helping individuals and families master their daily money management responsibilities by providing customized solutions specifically crafted for each client in a professional, confidential, and caring manner. Below is an overview of our client introduction process.
MEET: This is where we get to know one another. We can meet in person,
virtually or chat over the telephone. Your choice.

SHARE: This is where you tell us what you're hoping to accomplish and what's
important to you. We will provide insight into services we offer that meet your
expectations.

RECAP: This is where we summarize our chat to clarify our understanding and
ensure both parties feel fully represented in the structure of the services.

AGREE: This is where we mutually agree upon the next steps, choosing to move forward with our working relationship, or perhaps one of us has decided this may not be the best fit after all.
Meadowlark Financial Care, LLC is a proud member of the American Association of Daily Money Managers. We abide by the AADMM Code of Ethics and treat every individual with respect and kindness. If you would like to see the AADMM Code of Ethics, please click here.
Meadowlark Financial Care, LLC professionals have successfully completed a thorough background check and have been approved for the Background Check Cleared Badge.
Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.