Envision an Organized Financial Life

Envision an Organized Financial Life

Serving Westchester County, Rockland County , Northern New Jersey, and Manhattan since 2008

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Trusted Advisors

"I have clients who need on-going help getting organized."

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Families and Caregivers

"I don't want to worry if dad's paying his bills."

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Seniors

"There's more to life than doing paperwork!"

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Welcome to Personal Money ManagerTM

Maybe you were searching the Internet for assistance with your paperwork. Or you followed a link from a membership organization. A friend or colleague may have told you about us. No matter what brought you here, welcome!

Please spend a few minutes to look around. Discover the benefits of using a financial organizer / daily money manager for you or for someone you know. Learn about us as trusted professionals, and ways we can work together.

This site is just a starting point. What’s next? A FREE phone or in-person conversation. If you’d like to take this step, please call or e-mail. We encourage you to invite your family and other trusted advisors to join in, if you wish. We look forward to hearing from you, and we’re here to help in any way we can.

To learn more about how Karen helps her clients, listen to a recent radio interview Karen did.

  • Karen Caccavo's Signature

Picture of Karen Caccavo

Karen Rosenberg Caccavo, MBA

Picture of Steve Caccavo

Steve Caccavo, CSA Certified Senior Advisor®

Welcome to Personal Money ManagerTM

Maybe you were searching the Internet for assistance with your paperwork. Or you followed a link from a membership organization. A friend or colleague may have told you about us. No matter what brought you here, welcome!

Please spend a few minutes to look around. Discover the benefits of using a financial organizer / daily money manager for you or for someone you know.  Learn about us as  trusted professionals, and ways in which we can work together. You can hear more about me, my background, and how I work with seniors, HERE

This site is just a starting point. What’s next? A FREE phone or in-person conversation. If you’d like to take this step, please call or e-mail.  We encourage you to invite your family and other trusted advisors to join in, if you wish. We look forward to hearing from you, and we're here to help in any way we can.

Karen Rosenberg Caccavo, MBA

Steve Caccavo, CSA Certified Senior Advisor®

Please note that the privacy of our clients and confidentiality of their personal information are of utmost importance to us. Photos here are not of actual clients. Names of clients and their families have been changed to protect their privacy. We have included complete names (see “Testimonials”) only when we have been given permission to do so.