Financial paperwork is no laughing matter. People must get it done. But the best way to get it done is to have some fun doing it.

Financial Paperwork — Get it Done, With Belly Laughs

Karen Caccavo Working with Clients

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 …

What I do as a financial organizer

My First 100 Days as Your Financial Organizer

Karen Caccavo Financial Organizing, Working with Clients

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? In short:  to gain, or re-gain, control of their financial …