Envision an
Organized Financial Life

Envision an
Organized Financial Life

Serving Westchester, Rockland and Bergen Counties and Manhattan

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 ManagerSM

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

Please spend a few minutes to look around. Learn the benefits of using a daily money manager (financial organizer) for you or someone else, about me as a trusted professional, plus 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 me. I encourage you to invite your family and other trusted advisors to join in, if you wish. I look forward to hearing from you. I am here to help in any way I can.

Karen Rosenberg Caccavo, MBA

Welcome to
Personal Money ManagerSM

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

Please spend a few minutes to look around. Learn the benefits of using a daily money manager (financial organizer) for you or someone else, about me as a trusted professional, plus 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 me. I encourage you to invite your family and other trusted advisors to join in, if you wish. I look forward to hearing from you. I am here to help in any way I can.

Karen Rosenberg Caccavo, MBA

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