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Testimonials
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 Stories
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
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
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
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 …
Our Services
Our ServicesOur daily management and financial organizing services are tailored to each client’s needs and preferred ways of doing things. If there are needs beyond our skills and experience, we readily refer clients to a wide range of other trusted service providers. Here is a sampling of the types of services we provide for clients, their families, and/or their trusted …
FAQ
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 …
Meet Karen
Meet KarenI have the best job in the world. Daily, I have the opportunity to improve clients’ lives, and never tire of hearing: “You’re my lifesaver.” Here’s how I got to this point. I hold an M.B.A. from the Wharton School, University of Pennsylvania. About fifteen years ago, while working as an insurance broker, my clients would tell me how …
Home
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 …