Vera Kurlantzick, Neighbor

Founder & Certified Daily Money Manager

Vera founded Mindful Money Management LLC in Montgomery County, Maryland, in 2011 to assist seniors with cognitive challenges and people with mental health, intellectual, or physical disabilities in the Washington, DC, area who are experiencing difficulty doing their everyday paperwork to keep them safe and confident about their finances. She also sought to aid people who are simply too busy to manage their daily paperwork.

She is recognized by The American Association of Daily Money Managers as a Certified Daily Money Manager (CDMM®). She achieved this distinction by meeting the American Association of Daily Money Managers’ (AADMM) strict eligibility requirements and subscribes to its stringent Code of Ethics.

Education

Vera earned a Master’s Degree in Health Policy and Management from the Harvard School of Public Health, where she studied geriatrics, accounting, and health economics.

Experience

Vera’s expertise in analyzing expenditures, combined with her comprehensive understanding of all aspects of the health system, set the stage for Vera’s creation of Mindful Money Management.

She has worked for a variety of agencies involved in assessing healthcare quality, analyzing Medicare expenditures, and developing programs in health for people with disabilities.

She directed the Center for Health Care Quality Information at Pennsylvania Blue Shield for five years.

She was part of the team developing The Continuity Assessment Record and Evaluation (CARE) Item Set for Medicare, which is designed to standardize assessment of the medical, functional, cognitive, and social support status of patients in acute and post-acute settings, including long-term-care hospitals (LTCHs), in-patient rehabilitation facilities (IRFs), skilled nursing facilities (SNFs), and home health agencies (HHAs).

Sensitive & Systematic Process

Vera combines her extensive background in analyzing expenditures, health care expenses, and coverage, along with insights gained from her clients, to review their spending patterns carefully. She then crafts a thoughtful and personalized plan to help them manage their finances more effectively.

Personal Experience as a Caregiver

Vera has been a valuable resource for many of the elderly in her own family, guiding them through various life transitions. She has also taken on the responsibility of navigating complex healthcare and educational requirements for several family members, offering them essential assistance and management.