Regardless of whether you want assistance paying the bills, organizing your financial files and records, budgeting, medical claims management or complete handling of your daily finances, I offer a full range of services that can be tailored to fit your specific needs.
A Daily Money Manager can provide you with the peace of mind that the daily finances are being attended to. Mail gets opened, bills gets paid, bank accounts get reconciled, credit cards get monitored, medical claims get reimbursed, records get organized. Your privacy is important, complete discretion is guaranteed.
Certified Professional Organizer 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