Let Heart & Ledger Secure Your Peace of Mind
A daily money manager is a professional who helps keep your financial life organized, on track, and secure - while you stay in control. Works alongside your accountant, attorney or financial professional
If you are in a situation where you travel all winter and every winter, you have trouble because one or several bills do not get paid. We make sure that the bills get paid and you are enjoying the warmth.
Keeping track of monthly invoices is your least favorite task, but you do it because you have to, and you are missing more and more small items. We can help. We make sure that the bills get paid while you are enjoying the warmth.
Your kids are starting to worry about you. They do not think you are on top of it like you used to be. The truth of it is, in your heart of hearts, you agree with them. However, you want to be in control.
You are getting to an age where you are wondering how long the funds will last. We can work with you to make a budget and, based on those assumptions, give you a list of likely outcomes.
One spouse has always taken care of the finances. If something happens, the other spouse is going to have trouble. Your kids have no idea where to look to start figuring things out. Again, we can help. We make the transitions as seamless as possible.
Essential Package Tier
The Essential Package Tier is perfect for independent older adults who want peace of mind about monthly bills. It offers just enough support to prevent missed payments, late fees, and confusion — without giving up control or privacy
Standard Package Tier
The Standard Package Tier offers reliable monthly financial oversight for clients who want more than just bill pay. It’s ideal for older adults or families looking for extra monitoring, organization, and peace of mind.
Premium Package Tier
The Premium Service Package Tier is designed for older adults who want comprehensive financial support and peace of mind for themselves and their families. It's ideal for clients with multiple accounts or who benefit from a hands-on, highly communicative financial partner.
Contact Us
Heart and Ledger
Where financial clarity meets genuine care.
Please feel free to use the form to contact us by e-mail.
If you prefer the phone, please call 507-722-1562.
Where Financial Clarity Meets Genuine Care.
We want to talk to you. In each of our packages, we will meet with you either in person or on secured video on a regular basis. Each of our packages includes a 24/7 phone answering service.
Solutions That Fit Your Needs
Managing your finances doesn't have to be a daunting task. With Heart & Ledger, you gain access to a suite of services designed to simplify your financial life. Our team is dedicated to helping you stay on track while ensuring your financial security. From basic money management to detailed bookkeeping, we offer a comprehensive range of solutions:
Take control of your financial future by
reaching out to us for a personalized consultation.
Schedule a Consultation
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Why work with Heart and Ledger
- Peace of Mind: No missed payments or surprises
- Fraud protection: Early detection of scams or errors
- Independence: You stay in charge.
- Simplicity: A clear, organized view of your finances,
- Future-Ready: All important information is safe and ready
Join us and experience the difference that personalized financial care can make in your life.
Phone
Location
Rochester, MN
55901
Hours
- Mon - Fri
- -
- Sat - Sun
- Appointment Only
