About Heidi Wolin
EXPERIENCE • TRUST • COMPASSION.
You might not find personal finances very interesting, but you need someone who does! Heidi was drawn to mathematics and bookkeeping at an early age and went on to get her degree in accounting. She loves to devour personal money management books and magazines in her free time.
How does this help you?
Heidi’s clients love handing things over to her because they know they can let go and trust that everything will be handled appropriately.
If you feel anxious about money management, Heidi will quickly put your mind at ease. She truly cares about her clients and enjoys looking for ways to save them money, while sharing the sense of calm that comes from knowing their money is well looked after. As a gourmet cook who loves her time in the kitchen, Heidi often sits at the kitchen table with her clients, comfortably getting to know each other during such a personal task.
If you’re looking for money management services for a relative or elderly parent, rest assured that Heidi becomes very protective of her clients’ money and truly cares that they have enough to carry them through later in life. She also understands that you may be overwhelmed with trying to help your loved one and can help reduce the burden and stress you feel. Clients tell her things like, “You just handle it — I trust you implicitly.” And she loves it when they say, “Wow, thanks for catching that!” for an expense that would have otherwise gone by unnoticed.
Heidi enjoys connecting with her clients over her wide range of interests including the arts, theater, dancing, nature, and good food. She’s even been known to share a recipe or two! You won’t find a better person to help you with your personal money management.
