Our Services

Defend Against Cyber Crime

In 2023, the FBI reported that losses due to cyber crime attacks totaled $12.5 billion. That’s billion with a capital B! In fact, those numbers are expected to rise significantly in 2024 and 2025 as criminals evolve their methodologies and adopt AI. We at Hanin Financial Management understand that cyber crime is going to happen, let us help by putting up defenses around your accounts so that when it does, your finances won’t be at risk.

Budgeting & Spending

Hanin Financial Management specializes in empowering individuals to take control of their finances through effective budgeting and spending tracking. Our comprehensive approach begins with personalized budgeting plans tailored to your unique financial situation and goals.

We monitor financial transactions, categorize expenses, and identify spending patterns that will help you set achievable financial goals, make informed decisions, and adjust your budget as needed.

Data Organization & Tech Coach

Bill Payment

Whether you like to pay bills with a check, ACH or online bill pay, Hanin Financial Management can adapt to suit your needs to ensure bills are paid on-time.

Financial Records Organization & Maintenance

Mail Management & Correspondence

Emails, text messages, contact lists, iPhone, Android, tablet, PC, MAC, software, hardware - it can all be overwhelming. Having an understanding of how data flows, what works with what, how they know so much about you and what you can do about it will make tech work for you - not the other way around. Reach out if you need an overview of how things work, getting your data organized and other tech questions.

Perhaps you have a system in place or quite possibly, it’s an area that needs defining - let us help organize the paperwork and/or online system so that maintenance becomes a breeze.

Account Balancing

Managing mail can be overwhelming but it’s important to stay on top of it to ensure your accounts are safe. Even if it’s just a simple note or greeting you need to send to someone, we’re here to help.

Client Advocacy & Intermediary

We understand that maintaining accurate financial records is crucial for success. Hanin Financial Management offers personalized services that guide you through the process of reconciling your accounts, providing clarity and ensuring that your financial statements accurately reflect your transactions.

A client advocate's role is to help clients receive the support and resources they need and advocate for additional services if required. This can be in a variety of settings, including: cleaning services, remodeling, gardening, etc.

Hanin Financial Management can act as a liaison between the client and their attorney, tax, investment or insurance professional.