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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 …
Clients expect me, as a financial organizer / daily money manager, to be all business, forging ahead with one goal in mind: to work with them and conquer their paperwork clutter. But my work as a financial organizer is more nuanced. After all, I am working with people, not just paper! The key to success in my close-to-10-years in business …
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. Last June, The Wall Street Journal quoted Personal Money ManagerSM in “When Aging Parents Need Help With Financial Tasks.” That article states: Daily …
Ready to take the leap? Start with setting up a 2017 Taxes file. Yes, you read that right. Start on next year’s taxes now! (Of course, have a bin ready for your 2016 tax documents as they arrive. Put it right next to where you put arriving mail.) While it’s tempting to stop there, I urge you to soldier on! …
What Our Clients Say”Thank you for everything you do for me. I was so worried and discouraged, but now that I have you in my life, I have hope.”CTP, Westchester County, NY “I was referred to Karen by the Office of the Aging and the Association for the Visually Impaired. One of my sons had been helping me with my …
Client StoriesBarb and Ben Bringing Clarity and OrderBarb and Ben were overwhelmed. He was in and out of the hospital. And, while Barb had worked full time and raised four children (now busy professionals with children of their own), she had never handled the family finances or paperwork. With the added stress and time commitment of caring for Ben, their …
Your Questions . . . Answered!What is your geographical reach?We work with clients in their homes in the following areas: Rockland County & Westchester County (New York); Northern New Jersey; and in Manhattan. Depending on location, we may charge for travel time, tolls and parking. Where do you work?We’ll work together at your kitchen table, desk, or anywhere in your …
Envision an Organized Financial LifeEnvision an Organized Financial LifeServing Westchester County, Rockland County , Northern New Jersey, and Manhattan since 2008Trusted Advisors”I have clients who need on-going help getting organized.” LEARN MOREFamilies and Caregivers”I don’t want to worry if dad’s paying his bills.” LEARN MORESeniors”There’s more to life than doing paperwork!” LEARN MOREWelcome to Personal Money ManagerTMMaybe you were searching …