What Our Clients Say

"Thank you for everything you do for me. I was so worried and discouraged, but now that I have you in my life, I have hope."CTP, Westchester County, NY

"I was referred to Karen by the Office of the Aging and the Association for the Visually Impaired. One of my sons had been helping me with my paperwork and bills but he was too busy and was eager to find someone to take over this task from him. Also, things had gotten more complicated. I had been a victim of fraud and there was a lot of work to do in calculating the extent of my losses, negotiating with the banks and credit card companies, and working with the District Attorney for restitution. Karen came to our rescue.

That was seven years ago. Over the years since, Karen has been the one opening the mail with me, making sure the bills are correct and are paid, putting together my information at tax time. She has helped find me a housekeeper, physical therapist, a tax preparer—even someone to write my memoir and organize my 90th birthday party! She is a welcome visitor every two weeks and I couldn't function without her. Shes intelligent, efficient and flexible. I recommend her highly."
HKW, Rockland County, NY

"Karen provides a great service as an organizer and daily money manager. She organized all my files of household papers and papers for my two businesses, as well as balanced my business checkbooks and organized my taxes. She is very efficient and professional. I highly recommend her services."
RSL, Westchester County, NY

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What Our Clients' Families Say

"Thank you very much for coming out in this weather to support my family. I am so very grateful that you are in our lives."RD, Power of Attorney for her aunt and uncle, Westchester County, NY

"Finding and hiring Karen was the best thing my mother did for herself, and for me and my brother, in the last year of her life. My mother first hired Karen when she desperately needed help managing everyday finances, a job my father had always done but could do no longer, as he entered end-stage emphysema.

Karen set up workable systems, which required as little work as possible from my mother, and helped my mother handle what was left to do. When my father died, Karen was there to take my mother through the legal labyrinth of settling the estate. And when my mother died several months later, Karen was there, with a complete grasp of my parents' finances and the institutions they had worked with, to handle my mother's estate for me.

I don't know what my family would have done without Karen. As the single mom of a then two year old, working full time, I could not meet my mother's needs or take care of my mother's estate after she died.

Karen is kind and personable, in addition to being smart and efficient, and my mother looked forward to her visits. As for me, Karen helped make the difficult period after my mother's death more bearable. Karen is trustworthy and honest. She kept impeccable records of everything she did, and she took care of everything at an affordable rate."
Ruth Wachspress, Esq., daughter of the late Dr. Morton and Marcia Wachspress, Morris County, NJ

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"Finding and hiring Karen was the best thing my mother did for herself, and for me and my brother, in the last year of her life. My mother first hired Karen when she desperately needed help managing everyday finances, a job my father had always done but could do no longer, as he entered end-stage emphysema.

Karen set up workable systems, which required as little work as possible from my mother, and helped my mother handle what was left to do. When my father died, Karen was there to take my mother through the legal labyrinth of settling the estate. And when my mother died several months later, Karen was there, with a complete grasp of my parents' finances and the institutions they had worked with, to handle my mother's estate for me.

I don't know what my family would have done without Karen. As the single mom of a then two year old, working full time, I could not meet my mother's needs or take care of my mother's estate after she died.

Karen is kind and personable, in addition to being smart and efficient, and my mother looked forward to her visits. As for me, Karen helped make the difficult period after my mother's death more bearable. Karen is trustworthy and honest. She kept impeccable records of everything she did, and she took care of everything at an affordable rate." Ruth Wachspress, Esq., daughter of the late Dr. Morton and Marcia Wachspress, Morris County, NJ

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What Other Professionals Say

"Karen has a keen grasp of Daily Money Management. She is sensitive to her work environment, knowledgeable and efficient. She is a team player."Barbara Newman Mannix, Chief Executive/Founder, A Dignified Life LLC

"I have had the pleasure of knowing Karen for over thirty years. She recently provided services for one of my clients, taking care of the client's finances who was quite ill. Karen is a consummate professional and went beyond the call of duty to make sure this client's affairs were properly taken care of. She shows care and compassion for the clients she services and her ethics are undeniable. I highly recommend her as a daily money manager."
Alfie Schloss, Licensed Mortgage Loan Originator/HECM Division, Associated Mortgage Bankers

"I am so glad you have been available to work with my client's family. Between me and thee, you have been dubbed 'Saint Karen.' I know that your skills and your presence are making this very difficult time easier and it a great relief to them that there is some forward movement and order emerging."
Connie Johnson, Certified Professional Organizer, Routine Matters

"Karen, you had me at ‘hello’. I appreciate all you have done. I will never hesitate to pass your name on as a referral."
Sandra Nohavicka, LCSW-R, Geriatric Care Manager

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