AADMM
   
American Association of Daily Money Managers

DMM Directory

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.

Karen Sabin Gitles MBA, CSA

Your Personal Finance Manager | The Senior’s Finance Manager
Work PO Box 84 Highland Park Illinois 60035 United StatesWork Phone: 847-254-3975Website: http://www.karengitles.com

Biography

Photo of Karen Sabin Gitles MBA, CSA

Karen Sabin Gitles

Your Personal Finance Manager | The Senior’s Finance Manager | Certified Senior Advisor | Daily Money Manager

As a daily money manager and Certified Senior Advisor (MBA, sole practitioner LLC, fully insured), I help people understand and control their household finances.   I work as a “hands on” change agent facilitator, moving people forward in life.  No problem is too messy, no person too difficult.  I do not sell products. I am my clients’ advocate and facilitator.  Confidentiality and maintaining long-standing trusting relationships with clients are hallmarks of my consulting practice.   My services include:

  •   Budgeting and managing cash flow
  •   Developing personal net worth statements
  •   Executing unclaimed property claims
  •   Implementing long term care policies
  •   Locating, updating and organizing household documents
  •   Paying bills, record keeping, and reconciling bank accounts
  •   Preparing tax reporting documentation
  •   Retitling assets to align with estate plans

My niche practices:

  •  People who become heads of household (thru death or disease)
  •  Legacy budgetary planning (cash flow and net worth analyses)
  •  Credit card debt solutions (dramatically lowering interest rates paid thru negotiating payment plans thru The National Federation for Credit Counseling (http://www.NFCC.org)

Visit my easy to navigate website  www.karengitles.com 

Education:

Northwestern University – Kellogg School of Management Master of Business Administration (M.B.A.), Finance

University of Illinois at Urbana-Champaign Bachelor of Commerce, Finance, High Honors Graduate

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.
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