BOOK YOUR FREE PHONE CONSULTATION TODAY

c|p daily money management
c|p daily money management
  • Home
  • Services & Rates
  • About
  • Contact
  • Book me to speak!
  • More
    • Home
    • Services & Rates
    • About
    • Contact
    • Book me to speak!
  • Home
  • Services & Rates
  • About
  • Contact
  • Book me to speak!
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 over two decades of experience in the business world, I know my way around numbers, people, details,  project management and problem solving. 


I  am a Certified Professional Organizer, Daily Money Manager, Certified Professional Coach and  Speaker. I have presented at national and regional conferences for NAPO, local chapters and associations, special interest groups,  and the Institute for  Challenging Disorganization.

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 Professional Organizer, a Certified Professional Coach and have earned 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

National Association of Productivity & Organizing Professionals

NAPO CT | Connecticut Chapter

NAPO VC | Virtual Chapter, Treasurer

NAPO VC | Virtual Chapter, Past Vice President

Business & Productivity Special Interest Group, NAPO

Working with Seniors Special Interest Group, NAPO

American Association of Daily Money Managers

AADMM CT | Connecticut Chapter

AADMM GNY | Greater New York Chapter

Wilton, CT Chamber of Commerce

National Association of Professional Women

American Association of Notaries

KPMG Alumni Association

Leadership

Giving Back

Giving Back

Treasurer | NAPO Virtual Chapter

Past Vice President | NAPO Virtual Chapter

President | Connecticut Curlers, Inc DBA Nutmeg Curling Club

Past Vice President | Connecticut Curlers, Inc DBA Nutmeg Curling Club

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 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.
 

c|p daily money management

Wilton, Connecticut

(203) 529-5162

Hours

By appointment only.

Monday - Friday: 9am - 5pm

c|p daily money management: A division of clutter|phobe

  • Home
  • Services & Rates
  • About
  • Contact

Copyright © 2021 CUPKE LLC - All Rights Reserved.