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Financial Planners & C.P.A.'s #Wednesday Wisdom

Do you LOVE your Senior and Solo Ager clients and want to help them become more organized for the 2023 tax season?

Organizing important documents and tax receipts to help your clients be more prepared can save them time, money, and frustration if they are needing just a little help.  

I am Elizabeth Edwards, a Daily Money Manager (DMM) with the American Association of Daily Money Managers (AADMM) and I primarily serve Seniors and Solo Agers, including Military Personnel.  

I opened Black Swan Money Management in November of 2022, and at the current time, I am the only AADMM DMM within 150-200 miles of the Treasure Valley.  

I am happy to assist your clients in their organizing journey!

With Gratitude - Elizabeth A. Edwards, DMM

1116 S. Vista Avenue, #146

Boise, ID 83705

(208) 629-7220

"Perseverance - The Art of Fully Living Life!"

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