How Can We Help?

“I’m noticing I’m making little mistakes here and there in paying my bills and dealing with vendors. I would like someone else to handle this so I can be freed up to relax and enjoy my life.”

“I am recently divorced and need help organizing my finances, both short and long term.”

“My parent is ill/has passed away. I have no idea how to handle their finances and papers.”

certified-senior-advisors-money-managers

You don’t have to do this alone.

Let one of our Certified Senior Advisors or

Daily Money Managers help you

sort through the process, or get you organized

for the short and long term.

Organize My Life is a daily money management service with locations in NYC and Westhampton Beach, NY.  We assist busy professionals, older adults and financial guardians by administering the financial details of their lives. OML eases the burden of bill paying, health insurance issues and other day-to-day financial details.  We are committed to helping you maintain your financial independence and freeing your time to do the things that matter most to you.

Organize My Life is insured and follows the Code of Ethics of the Society of Certified Senior Advisors and The American Association of Daily Money Managers.  All personal business assistance is individualized and confidential.