Now open in Anthem, AZ!
Who We Are
OMF was established by Sam Crump, Esq., an attorney with over thirty years’ experience in business law and estate planning. In his law practice he learned most clients need help with personal finances. OMF was a natural solution to help individuals and families seeking to put their financial house in order.
What We Do
OMF provides personal money management for seniors, busy professionals, and families seeking financial peace of mind. We handle daily tasks including bill paying, budgeting, document organization, account reconciliations, depositing, trust reporting, online banking, utility autopay, setup of financial software and more.
• Get your bills and paperwork in order
• Identify your monthly budget challenges
• Create a plan for orderly income & expenses
Most people are stressed because their finances are disorganized. This is because they don’t have a clear picture of their income and expenses, a system for record-keeping, or a plan for reaching their goals. We are not investment advisors or tax preparers. We are personal bookkeepers here to help you get on track and stay on track.