Did you know you can have friendly, capable, and confidential assistance with your paperwork? Or have some someone trustworthy take on your paperwork and financial tasks? Are you hesitant about asking for help with tasks you've always handled yourself?

Personal Money Manager™ understands.

If you are like our clients, you value your independence. And you want to simplify and work smart. Maybe you need assistance to keep up with routine paperwork, or extra help at tax time or when a loved one passes. Everyone needs an Owner's Manual (or a treasure map?) listing all of your assets and accounts. It's an essential roadmap to your household finances that we create together. (Please search my Blog for more information on an Owner's Manual.)

Be prepared for the unexpected by having a confidential and experienced financial organizer / daily money manager working for you -- someone by your side with a sense of humor who won't pass judgment.

If you live in Westchester County or Rockland County (New York); in Northern New Jersey; or in Manhattan,  Personal Money Manager™ can help.

Curious to learn more? Let's talk.