IT'S ALL ABOUT THE JOURNEY!

 
 
 

  • Financial Organization
  • Estate Planning
  • Last Will & Testament Preparation
  • Power of Attorney for Heath Care
  • Power of Attorney for Finances
  • Final Care Directive/DNR Orders
  • Financial Services
  • Property/Asset Management
  • End of Life Preparation

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Jeri Stubblefield, MBA
Gerontology Consultant
Certified Senior Advisor
Notary Public
(559) 696-6411

Your Money Matters is a financial and estate planning company formed for the purpose of educating and assisting adults and their aging family members on matters relating to their personal assets. Working in tandem with Caring For Your Life, services specifically include organizing personal portfolios ranging from the smallest to the most complex; estate planning that includes the drafting of a Final Will, Powers of Attorney to handle financial and medical decisions; Final Care Directives that inform family members of personal wishes upon death or incapacy and other related services.

Family members can rest assured that the difficult decisions have been made ahead of time. As a third party, relieving that burden by preparing the Estate with the full knowledge and participation of the property owner can greatly minimize confusion, disagreement and stress during a most difficult time.

It is never too soon to begin the process.

Call for a confidential initial consultation to discuss the services that fit your unique situation.