“Hiring Karen was the best thing my mom could have done for herself and for us.”RW, daughter of MW, age 89

As a family member responsible for a senior loved one, your life just go easier. If Mom or Dad live in Westchester or Rockland Counties (New York) or Bergen County (New Jersey) or Manhattan, I can do the financial organizing when you can’t be there.

My mission is to help you and your loved one get their financial life in shape — clearing the backlog and setting up easy-to-follow systems. I take the stress out of caring for your loved one’s paperwork, bills, communications with trusted advisors (accountant, attorney, financial advisor) and other important details of their lives. If you ever need to step in, I can get you up to speed. Seniors remain safe and independent. You can stop worrying about paper piling up and important follow-up being forgotten and go back to being a loving son, daughter, or friend!

I advocate for my senior clients. I encourage them to provide me contact information for family members and professionals, specifying with whom I can share information. That way, we can coordinate our efforts and everyone who needs to know is kept in the loop.

Want to learn more about how a daily money manager (financial organizer) can make your life easier? Contact me.