Balanced Money Management, LLC

8056 Sleepy Lagoon Way

About Us


At Balanced Money Management, we help clients who don't have the time or desire to handle their day-to-day financial, personal, administrative, legal or health insurance matters. We are dedicated to easing the stress of managing your financial life and offer a variety of services to do just that. Our comprehensive, in-home and remote daily money management services help clients organize and manage financial paperwork, including mail, bills, files, insurance claims and much more. Our systemic approach, personalized service, and commitment to client privacy and data security empowers our clients to continue living the lives they love without fear. We help people just like you simplify and strengthen their personal and professional finances every day.

Our People


Wendy Sargent
Owner/Founder
Category: Financial Services - Accounting