AADMM does not endorse nor guarantee the services of any member listed in the "DMM Directory" section. However, all current AADMM members listed below have signed a Code of Ethics. We always encourage consumers to interview and ask for client or personal references before commencing services from a DMM. Be sure to review our list of questions to ask before hiring a DMM.
Clearing House owner Jackie Kelley specializes in home office organizing, digital and paper management, financial organizing and daily money management. If you or a family member are struggling to maintain paper or electronic organizing systems in your home office, have difficulty tracking financial accounts and paying bills, or need new routines to tackle tasks, time and paper – we can help!
Owner & Personal Financial AdvocateFinancial Wellness Advocates, LLC
4000 W 106th St, Ste 125-202Carmel, Indiana46032United StatesworkWork Phone:317-732-7702workCell Phone:317-491-4511cellEmail:INTERNETMember Since: August 19, 2017Member Since - Lisa Kellum LCSW, MBA20170819000000Website:https://financialwellness4you.com/
High Net Worth Individuals and Families
Military Personnel and Veterans
People with disabilities, chronic illness, including mental illness
People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
Seniors and Older Adults
Small Business Owners
Bill payment services for individuals and families
Bill payment services for small businesses
Financial record management
Negotiating with creditors
Medical billing issues
Assisting family members or other professional who are named as fiduciaries
Financial coaching or counseling
Financial fraud issues
Tracking donations made to non-profits and gifts made to individuals
Lisa is passionate about helping people find peace in managing their day to day finances. She is a Ramsey Solutions Master Financial Coach and a member of the American Association of Daily Money Managers.
She has a bachelor degree in psychology, a master of social work, a license in clinical social work, and a master of business administration degree.
Lisa is married with two children and lives in Zionsville, IN. She is a member and volunteer at Traders Point Christian Church.
The information presented here is not intended to substitute for legal, accounting, tax or other professional advice. Probate and contract law varies form state to state. All members are advised to obtain advice from professionals in his/her own state. Any information and reference materials recommended by other members should not be relied upon as being comprehensive or error free. Any legal documents shared by members should be reviewed by an attorney in the member's home state.
The user assumes all responsibility and risk for the use of this website. Under no circumstances shall the American Association of Daily Money Manager (AADMM), its board members, or management team be liable for any direct or indirect damages that result from the use of information posted on the website. Reference to any products of services are for convenience only and do not constitute an endorsement of AADMM.