I n  B a l a n c e Personal Money Management Services LLC 

Acting as a personal financial advocate, InBalance helps manage the financial well being of vulnerable individuals and the elderly. Independent seniors and their families use InBalance to responsibly manage medical claims, handle the checkbook, budget personal finances and assist with other daily money management tasks. 
Based in Red Wing, Minnesota, InBalance serves clients in the southeastern Minnesota communities of Red Wing, Lake City, Cannon Falls, Hastings, Zumbrota and Rochester as well as the Minneapolis St. Paul (Twin Cities) area.

An Advocate, Manager, and Steward for Your Money

InBalance helps people who have difficulty managing medical claims, need help with day-to-day money management or prefer to spend their time and talents other ways. InBalance owners, Megan Simonson and Kim Wiemer, experienced the need in their own families, and saw friends trying to juggle the needs of their aging parents with the needs or their own bustling households.

Putting their business and insurance industry experience to work, InBalance can help reduce stress and confusion of dealing with daily financial tasks for individuals or their families. InBalance can also help clients remain independent longer with extended home management services. With fewer demands on family members, everyone can enjoy their time together and focus on the people not the

"Our goal is to ease stress for individuals and families so they can focus on living life," says Megan Simonson, InBalance owner.

InBalance becomes the clients’ personal financial advocate and helps to manage any non-health care needs. Professional, patient and thorough, InBalance can turn a pile of paperwork into well organized and maintained files.

Click here to listen to an overview of InBalance services from the 'Unexpected Caregiver' radio show on KYMN-Northfield, MN.

Click here to listen to other topics from the 'Unexpected Caregiver' radio show.









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