A Trusted Partner in Your Financial Life

I’m Laquenta, Founder of Simply Managed Money. I provide hands-on daily money management and financial organization for busy professionals, seniors, and families who value clarity, privacy, and control. I bring more than a decade of daily money management experience, which began by helping family members manage day-to-day financial responsibilities and evolved into a trusted professional service. That foundation and genuine desire to help others ultimately led to the creation of Simply Managed Money, built on firsthand understanding, reliability, and care. My work is grounded in discretion and precision, helping clients bring order to their financial lives while preserving dignity and peace of mind.

In addition to leading Simply Managed Money, I’m an Investigative Analyst with the federal government specializing in financial crimes. This role complemented my extensive background in daily money management by strengthening my ability to identify risk, prevent fraud, and maintain accurate, well-documented financial systems. This experience has also shaped my approach, emphasizing thoroughness, careful documentation, and absolute respect for client confidentiality. Clients benefit from a disciplined, analytical mindset paired with practical, compassionate service.

Simply Managed Money was established to be a steady, trusted presence for clients who require their financial affairs to be handled carefully, correctly, and discreetly; particularly those with complex households, multiple accounts, and heightened privacy expectations. From bill management and account organization to ongoing coordination with trusted professionals, every detail is managed with care, professionalism, and strict confidentiality. My services are personalized, proactive, and built on long-term trust so clients can feel confident, informed, and in control.

My Core Values

• Discretion: I treat every client’s financial life with the utmost confidentiality and respect.
• Collaboration: I work seamlessly with financial advisors, attorneys, and care managers to ensure all around support.
• Clarity: I simplify complex financial details so clients can feel informed, confident, and in control.

Professional Standards

Member of the Association of Certified Fraud Examiners (ACFE)

As a member of ACFE, I maintain a strong professional focus on fraud awareness, prevention, and ethical financial practices bringing an added layer of vigilance and protection to client engagements.

Fully Insured – My services are backed by professional liability insurance for added peace of mind.