Years of experience encompassing personal finances, strategic bill paying, budgeting, insurance claims research and processing and document organization will be at your service.


Certified by:

  • American Association of Daily Money Managers
  • Society of Certified Senior Advisors


Member of:

  • American Association of Daily Money Managers
  • Geriatric Assistance & Information Network
  • Baltimore County Providers Council
  • Society of Certified Senior Advisors
  • Maryland Senior Resource Network


Graduate of

University of Maryland, Magna cum Laude

Individually tailored services at all levels of need for those who physically or mentally need assistance with their day to day bill payments, paperwork organization and budgeting.

 Dedicated to providing daily money and medical insurance management services, thereby helping individuals: improve quality of life, maintain independence, enhance ease of living/travel, and create peace of mind.

ABOUT

Cindy B. Stevens

BS, PDMM, CSA


Personal Financial Solutions;
where knowledge, experience, understanding and empathy are utilized to assist others.

Professional Daily Money Manager (PDMM) 

Certified Senior Advisor (CSA)

CINDY B. STEVENS BS, PDMM, CSA

Personal Financial Solutions