Below you'll find a list of all posts that have been tagged as “financial paperwork”
No question about it, the financial paperwork that accumulates on my clients’ desks and kitchen tables—from tax documents to medical bills—is no laughing matter. It all has to be taken seriously. But that doesn’t mean that we can’t also have fun. As a financial organizer, I get my best results by actively engaging clients in the process, and making the …
I’m often asked what I do as a financial organizer / daily money manager. (Understand, first, that I am not a financial planner or advisor; I don’t work with your investments.) So what should you or a family member of yours expect from working with me? What is my role? Why does someone contact me for help? In short: to …