As a Daily Money Manager/Financial Organizer, clients engage me to handle a broad range of tasks and the actual work depends on the needs of the client. I help them meet their monthly financial obligations as well as handle extraordinary financial events such as the following:

  • Review and payment of bills (checks and electronic payment)
  • Maintain files for bills paid, bank and investment statements and other accounts Process bank deposits
  • Co-ordinate and organize data and documents for tax preparation purposes
  • Bank Statement Reconciliation
  • Brokerage Statement Reconciliation
  • Insurance claim processing and problem resolution
  • Review of medical bills
  • Household Accounting set-up (using Quicken)
  • Organize documents for estate planning - create your own "Love Drawer" A place where your heirs will find important information such as your will, health care proxy and power of attorney
  • Important document management - banking and investment records, insurance policies, medical information, personal and vital records, real estate documents