An "Owner's Manual" can help you -- or family members -- navigate key contacts, household bills, and financial accounts.

Everyone Needs an Owner’s Manual: Here’s How to Get Started

Karen CaccavoFinancial Organizing, Important Documents, Organize my finances, Owner's Manual, Personal Owner's Manual, Working with Seniors

No two Personal Money Manager™ clients are alike.  But one thing they do have in common is that they each have an Owner’s Manual—though they didn’t have one before we met! What is an “Owner’s Manual” for a household? While some clients have an abundance of files and filing cabinets and many have lists in their heads, they all benefit …