Our Goals
At Senior Finances in Order, LLC, our goals are to oversee and manage all aspects of a client’s finances, ensuring timely bill payments, accurate recordkeeping, and responsible budgeting. Our focus is on maintaining financial stability and security, especially for individuals who may have difficulty managing their finances due to age, confidence, cognitive impairment, or disability.
Our company will work with your network of financial professionals, medical and insurance representatives, and family, to ensure your financial, medical, and organizational goals are fully met.
Meet Wendy Watson
Hi, my name is Wendy Watson, and I am the CEO and Founder of Senior Finances in Order, LLC. My goal as CEO and a daily money manager is to provide clients of all ages with a trusted, reliable, and confidential financial and organizational support system. I am passionate about helping people overcome daily financial obstacles, regardless of the length or complexity of their needs. My continued professional support and task completion are guaranteed.
My entire career has been in accounting and finance, which I truly love. I am familiar with all facets of accounting, from completing day-to-day financial tasks, budgeting, forecasting, and financial statement preparation to complex financial data analysis and specialized reporting. To be able to use these skills to assist others to meet their needs and goals is truly rewarding.
I have a Bachelor of Business in Accounting, am a Florida Notary Public, and a member of the American Association of Daily Money Managers (AADMM).
