Services

  • Busy professionals use Organize My Life Financial Caretaker ServicesPreparing Correspondence – Organize My Life’s daily money management services complement the work of legal, tax and investment professionals to support clients’ long-term financial goals.
  • Daily Money Management
    • Cash management and banking, balance accounts
    • Bill Paying: Analyze and pay recurring bills and right-size where necessary, review credit card statements
    • Preparing checks for client signature
    • Reconciling checking and other bank accounts
    • Vendor Research and management: Analyze current vendor contracts and negotiate better terms when necessary, address and resolve questions and disputes as they arise
    • Organizing tax documents and preparing data for submission to accountants
  • Senior Services
    • Verify proper processing of medical insurance claimsHelp aging parents with our Senior Financial Consultant Services
    • Medical and Insurance Issues – Track Medicare and supplementary plans, submit bills, solve problems
    • Manage pooled trust accounts and monthly bill submission
    • Geriatric Care Management and Social Support Services – Medicaid
    • Manage and coordinate with Home Health Agencies and aids
    • Advocate – Serve as an advocate and support with doctors, attorneys, banks, insurance companies and community services
    • Assist financial guardians or serve as Power of Attorney
    • Estate Matters

  • Organization ServicesYou don't have to reorganize your life after divorce... alone.
    • Life Kit – prepare and manage a data file of all your vital information and keep up to date.
    • Review and sort mail
    • Organize financial documents
    • Fine Art liquidation assistance

  • Support Divorce Process
    • Prepare Net Worth statements
    • Create budgets
    • Documents and data gatherings
    • Relocation support