“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, we want to make your life easier. If Mom or Dad lives in Westchester County or Rockland County (New York); Northern New Jersey; or in Manhattan, we can do the financial organizing when you can’t be there.

Our 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. We 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, we 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!

We advocate for our senior clients. We encourage them to provide us contact information for family members and professionals, specifying with whom we 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 financial organizer / daily money manager can make your life easier? Contact us.