Do you find yourself overwhelmed with day-to-day tasks? Is your credit score in jeopardy because you are too busy to pay your bills on time? Did you miss a tax payment or fall behind on your mortgage or credit card payment because you were traveling or had a life event? Could you use assistance with managing your finances?
We assist busy executives, high net worth individuals, seniors, widows, and anyone else who desires to get a better handle on their day-to-day time and money management, by providing quality services that meet the specific needs of the individual client.
At Freedom Support Solutions, LLC we have the solution and the support you need for the freedom you desire!
FSS is a proud member of the American Association of Daily Money Managers (AADMM) and has Quickbooks ProAdvisor certification. We are also backed by all insurances to protect privacy and confidentiality, including cyber insurance.
WHAT IS AADMM?
The American Association of Daily Money Managers (AADMM) is a national membership organization representing individuals and businesses in the field of daily money management. Daily Money Managers (DMMs) deliver essential financial services to seniors and older adults, people with disabilities, busy professionals, high net worth individuals, small businesses, and others. AADMM’s mission is to support daily money management services in an ethical manner, to provide information and education to members and the public, and to develop a network of dedicated professionals.
MEET OUR TEAM
Stacy Jo Coffee-Thorne
Stacy Jo Coffee-Thorne is the founder and President of Freedom Support Solutions, a Florida Limited Liability Company. Prior to forming FSS, she was a certified paralegal for over 20 years, working in several law offices in Ohio and Florida, focusing primarily on guardianship, tax, and estate planning. She has been a Financial Concierge since 2014, managing her clients’ monthly finances and working closely, not only with the clients and their families, but with their tax attorneys, CPAs, and financial planners as well. She is a QuickBooks Online ProAdvisor and a member of AADMM (Association of Daily Money Managers) and the National Association of Certified Public Bookkeepers
Stacy Jo is a firm believer in community involvement and has been involved with several non-profit and civic organizations over the years, in Ohio and Florida. She is the founder and President of the ACBW (Association of Christian Business Women) and has been involved with the Cancer Alliance of Help and Hope, a Palm Beach County-based non-profit since 2012.
In her personal time, she enjoys spending time with her husband, Allen and their four adult children, as well as their Shih Tzu, Leia, and their cat, Tink. She and Allen spend time with their church family as well and participate in related activities. However, many of her weekends and evenings are spent performing with the local quintet, “Generation Gap” and with her daughter, as "Not Sisters."
Aside from her other affiliations, Stacy Jo is a certified Life Coach and certified member of the John Maxwell Team, stating that she “believes it is imperative as a business owner, to build relationships and be a good communicator. You must be able to come beside a client, not only when things are going well, but also through the adversity and/or life changes that each of us has to face in the different stages of our lives, with compassion and understanding.”
Karen L. Hodges
CTFA & Financial Concierge
Karen Hodges is a Financial Concierge with Freedom Support Solutions. Before joining FSS, she spent 30 years in the trust and estate administration field in South Florida. She earned her Certified Trust and Financial Advisor designation in 2010 to better understand and assist her clients.
She enjoys working with clients and businesses of all types, but has a heart for seniors who need a little extra support. As a liaison between them and their attorney or CPA, she provides comfort for them throughout challenging life events, allowing them to focus on enjoying life to the fullest.
Karen is a strong advocate for her community and has been involved with various non-profit and civic organizations over the years. She is a proud member of the American Association of Daily Money Managers (AADMM), the Martin County Estate Planning Council, former Board Member of the Samaritan Center for Young Boys and Families, as well as previous involvement with the Treasure Coast Planned Giving Council and House of Hope.
Jocelynne Isaacs is an Executive Assistant and Small Business Bookkeeper with Freedom Support Solutions. Prior to joining the FSS team, she spent many years in customer service and office management while focusing on financial procedures. Her prior experience and exceptional attention to detail make her a great fit to work with and assist any client.
She is a QuickBooks ProAdvisor and a member of AADMM (American Association of Daily Money Managers). And if you have a diamond that needs to be examined, fun fact - she is also a Certified Diamontologist through the Diamond Council of America!
Jocelynne is originally from Ohio but currently resides in Stuart, Florida. She is a trained vocalist and spends her free time singing with a local vocal group, Generation Gap, and leading worship at her church. She has a huge heart for animals and is a part-time pet sitter for many local families. She has one fur baby, her cat Levian, whom she adopted a few years ago.
Business Development & Daily Money Manager
Andrea Johnson is in charge of Business Development for Freedom Support Solutions and also assists as a Daily Money Manager.
Her bio will be forthcoming!
Contact Andrea at firstname.lastname@example.org