Below you'll find a list of all posts that have been categorized as “Financial Organizing”
As financial organizer / daily money manager, my objective is to bring more ease and order — to make a difference — in my clients’ lives. I achieve this in a variety of ways. I often start by tackling the big issues that are making life difficult for a client. Erratic bill-paying? I create a system so bills are scrutinized …
This blog was inspired by the longest day of the year (June 21st). While we are so used to being “crazy busy” and making the most of every minute, sometimes we have the leisure to do the opposite — to take our sweet time. But if you still can’t shake the desire to be productive, why not tackle a longer, …
I’m often asked what I do as a financial organizer / daily money manager. (Understand, first, that I am not a financial planner or advisor; I don’t work with your investments.) So what should you or a family member of yours expect from working with me? What is my role? In short: to gain, or re-gain, control of their financial …
I grew up in a home full of books. My parents — avid collectors — took us to book fairs the way other kids are taken to the zoo. But my real education in the book world occurred when my mother moved into assisted living and eventually passed away, leaving thousands of books behind. I was left to figure out …
Here’s my best unclaimed funds experience as a financial organizer. It was not an unusual first visit with a client who had contacted me to help manage her paperwork. What was unusual was the very first envelope I picked up from the pile of unopened mail. Inside was a letter from a bank saying that if they didn’t hear from …
Daily Money Managers (and the important financial organizing work they do with clients) are in the news! In case you missed it, here’s a short roundup of what’s being said about DMMs with links to the complete articles. In Consumer Reports (April 6, 2017) “When Your Elderly Parent Needs to Give Up Control of Her Finances, What Do You Say to …