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 …

Assistance from a daily money manager can help seniors remain independent as they age.

What is a Daily Money Manager … and Why You Need to Know!

Karen Caccavo Daily Money Managers, Financial Organizing

Late payment notices, overdraft fees, missed deadlines, confusing medical bills–you don’t have to be a senior to encounter these unwelcome surprises in your mailbox.  While keeping up with paperwork is something people of all ages must do, it can be especially overwhelming for seniors and the disabled.  A trusted family member or friend can help, but people often do not …