Envision an
Organized Financial Life

Envision an
Organized Financial Life

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

Trusted Advisor Picture

Trusted Advisors

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

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Families and Caregivers Picture

Families and Caregivers

“I don’t want to worry if dad’s paying his bills.”

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Seniors Picture

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 us. No matter what brought you here, welcome!

Please spend a few minutes to look around. Discover the benefits of using a daily money manager (financial organizer) 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 me. 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 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 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 us. No matter what brought you here, welcome!

Please spend a few minutes to look around. Discover the benefits of using a daily money manager (financial organizer) for you or for someone you know.  Learn about us as  trusted professionals, and ways in which 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 us. 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.