Taking care of your personal finances so that you can live more fully
LMW Personal Financial Services develops a personalized plan to bring order to your financial affairs. We take the stress out of handling day to day financial matters and give you the freedom to pursue other interests. Whether you are a retiree, busy professional, or busy family, we can handle your daily financial matters so that you can focus on what you enjoy. Leave the details to us. We bring extensive experience and professionalism to manage your finances taking your individual needs and concerns into account.
Lolly Ward has been a Certified Public Accountant for over 25 years with experience as an auditor, corporate controller, and business consultant.
Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to enquire whether our services are right for you.
1050 Allenbrook Lane
Roswell, GA 30075
We will open and sort your bills, invoices, and financial documents. We will review and pay your bills on time and make any necessary bank deposits.
We will generate financial reports to help you monitor income, expense, and net worth and give you peace of mind.
We will maintain your financial records on Quicken software and reconcile your bank and credit card accounts. We will create a digital record of important financial documents.
gather tax documents and support
We will track tax deductions and gather documents needed for the preparation of your tax return.
invoice or bill dispute research
We will investigate any invoice, insurance, or account disputes and document the status. We will help you pursue resolution of such items and file health insurance claims as needed.
coordination with other professionals
We will work closely with your attorney, CPA, and CFP to ensure a seamless transfer of information and services.
Discover how valuable it is to have your own personal financial manager and gain more time to enjoy more of what life has to offer.