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In my prior career as a Trust Administrator, I worked with clients who worried about their daily finances such as balancing their checkbook, filing their yearly income taxes, understanding and paying their medical bills, working with the Social Security Administration and Medicare as well as many other concerns. Some of those seemingly simple tasks can be confusing and overwhelming to people resulting in unwanted worry and stress. At times, family members with good intentions are not able to provide assistance because they may not have enough time or may live too far away. Personal Financial Care LLC was formed to provide financial management expertise and support to clients and their families so they can have peace of mind about these common day to day worries.
I received a Bachelor of Business Administration from Eastern Montana College and a Master of Business Administration from the University of Montana. I earned my Certified Trust & Financial Advisor certification from the Institute of Certified Bankers and have over 17 years experience in the financial services industry.
Personal Financial Care LLC is a member of the American Association of Daily Money Managers. www.aadmm.com
Personal Financial Care
PO Box 81596
Dawn Larimer, MBA, CTFA Billings, MT 59108
Owner (406) 671-2073