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My parents moved across the country several times over the years, with second homes along the way. Each time they moved, they hauled not only the necessities, but also lots of “stuff,” which was … trash or treasure? One item left to us was a rusty and broken child’s bank in the shape of a bank building (see photo of …
A fellow professional organizer brought me in to locate a client’s important papers during a whole-house packing and moving project. The client had bolted across the country (that’s the only way to explain the dirty dishes left in the sink) for a lucrative new position. He was climbing the ladder in the financial industry at a speed that left him …
My Amex card turns 40 this year. I got it when I was suddenly promoted from admin to manager and had clients to entertain and business travel to book. My Lord & Taylor and Bloomingdale’s credit cards were not going to do the job. I had gotten them to 1) start building a credit history, and 2) make me feel …
Code of EthicsThe American Association of Daily Money Managers is committed to promoting high standards of client services provided by its members. New ItemNew ItemNew ItemNew ItemNew ItemNew ItemNew ItemNew ItemNew ItemNew ItemNew ItemNew ItemNew ItemNew Item© 2016, American Associationof Daily Money Managers
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 …
Services for Seniors”Who is Karen? She is my lifesaver.”JTH, age 80Is the option to use an outside professional to assist or take on your paperwork and financial tasks new to you? Are you hesitant about asking for help doing tasks you’ve always handled yourself? We understand. If you are like our clients, you value your independence but are also looking …
Services for Families and Caregivers”Hiring Karen was the best thing my mom could have done for herself and for us.”RW, daughter of MW, age 89As 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, …
Services for Trusted Advisors”Karen is an important part of the planning team.” Neil R. Lubarsky, Esq., Neil R. Lubarsky & Associates, Westchester Co., NYHas a client engagement bogged down because your client is disorganized? Does a client have more needs than you want to handle on an ongoing basis? You might not have the time or interest to hand-hold a …
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 …