Providing Financial Organizing and Daily Money Management services in Fairfield County, Connecticut, including Bethel, Bridgeport, Brookfield, Cos Cob, Danbury, Darien, Easton, Fairfield, Greenwich, Monroe, New Caanan, New Fairfield, Newtown, Norwalk, Old Greenwich, Redding, Ridgefield, Sandy Hook, Shelton, Sherman, Southport, Stamford, Stratford, Trumbull, Westport, Weston, Wilton.
Virtual Financial Organizing and Daily Money Management services available for all other areas.
By appointment only.
Monday - Friday: 9am - 5pm
Toss junk mail.
Shred sensitive documents.
Separate out bills and keep them together in one place.
File documents that you need to keep.
Use a filing cabinet or electronic system.
Label folders and files.
Shred receipts that you do not need.
Keep tax documents separate by year.
Keep personal and business records separate.
Review monthly to make sure all bills have been received and paid.
Automate payments, if possible.
Include pertinent information about bank accounts, brokerage accounts, credit cards, subscriptions, autopays, insurance, retirement plans, etc.
Include wills, power of attorney, health care directives, life insurance policies and funeral arrangement plans.
Include a list of passwords or where they can be found.
Include key contacts such as attorney, clergy, accountant, doctors and close friends/relatives.
Designate someone to take charge of your finances should you become incapacitated and let them know how/where to access your financial information.