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I offer
A RANGE OF
financial organizing and daily money management services designed to meet your needs.
My Approach
What You Can Expect
What You Can Expect
Each individual is unique. I believe in a personal and customized experience for each and every client. One-size-fits-all approaches will never help you reach your full potential. I deliver custom solutions, tailored to you - your personality, your goals, your culture, your one-of-a-kind challenges.
I incorporate mindfulness in both my personal life and client work and believe in being present in the moment, letting the past be past and welcoming the future without fear.
What You Can Expect
What You Can Expect
What You Can Expect
When you work with me, you can expect compassion, respect and strict confidentiality. I am a trusted professional offering integrity and reliability. I treat my client's financial matters as if they were my own. Your privacy is important and complete discretion is guaranteed. After a free phone consultation and a paid in-depth consultation, I offer financial organizing and daily money management services on a hourly basis. In-person sessions require a 3 hour minimum. No hidden fees. No pre-paid commitments. Work with me as little or as much as you'd like. You are in control of your budget.
My Background
Prior to owning my own business, I was a Consultant at Deloitte & Touche and KPMG in Manhattan where I consulted for clients in the financial, publishing, government, technology, health care, food and beverage, pharmaceutical and insurance industries. I also have ten years experience as a small business owner. I graduated from Pepperdine University with a Bachelor of Science in Business Administration.
My professional organizing company, clutter|phobe, organically trended toward paper organizing - bills, tax records, health records, etc. Daily Money Management became a natural extension of that business. With three decades of experience in the business world, I know my way around numbers, people, details, project management and problem solving.
I am a Certified Daily Money Manager, Certified Professional Organizer, Certified Professional Coach and Speaker. I have presented at international, national and regional conferences, local chapters and associations, and special interest groups.
My Education, Certifications & Certificates
My Education, Certifications & Certificates
My Education, Certifications & Certificates
I have a Bachelor of Science in Business Administration. I am a Certified Daily Money Manager, Certified Professional Organizer, and a Certified Professional Coach. I am a former licensed insurance adjuster in NY and TX.
I also hold the following educational certificates:
Residential Organizing Specialist, NAPO
Life Transitions Specialist, NAPO
Workplace Productivity Specialist, NAPO
Household Management Specialist, NAPO
My Associations
My Education, Certifications & Certificates
My Education, Certifications & Certificates
American Association of Daily Money Managers
AADMM CT | Connecticut Chapter
AADMM GNY | Greater New York Chapter
National Association of Productivity & Organizing Professionals
NAPO CT | Connecticut Chapter
NAPO VC | Virtual Chapter, Past Treasurer
NAPO VC | Virtual Chapter, Past Vice President
Business & Productivity Special Interest Group, NAPO
Speakers Special Interest Group, NAPO
Wilton, CT Chamber of Commerce
National Association of Professional Women
American Association of Notaries
KPMG Alumni Association
Leadership
Giving Back
Giving Back
Treasurer | United States Curling Association, Inc.
Past Treasurer | NAPO Virtual Chapter
Past Vice President | NAPO Virtual Chapter
Past President | Connecticut Curlers, Inc
Past Vice President | Connecticut Curlers, Inc
Past Chair | COVID-19 Advisory Committee | Connecticut Curlers, Inc
Giving Back
Giving Back
Giving Back
I am a Certified Level II USA Curling Instructor and Junior Curling Coach and volunteer my time teaching and coaching youth and teen curlers. I also volunteer with a local organization, Stay at Home in Wilton, that provides the support needed for Seniors to "Age in Place".
In the past I have volunteered with FARE, the local PTA, and the Cub Scouts.
Certifications & Certificates
Associations
Certified Daily Money Manager & 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 and Virtually in the USA & Canada.
Hours
By appointment only.
Monday - Friday: 9am - 5pm
c|p daily money management: A division of clutter|phobe
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