Know Exactly Where Your Money Is Spent!
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Our Goal and Vision
Organizing Your Financial Life
Our services are customized to provide just what you need, and can be one-time, short-term or ongoing. Organized Financial Solutions’ comprehensive, in-home and remote money management service helps you organize and manage financial paperwork, bills, files, insurance claims, and more. Our systematic approach, personalized service, and commitment to privacy and data security empowers you to live a stress free financial life.
Charge Forward
Coordination and Reporting
We start with a personal meeting to review your goals and clarify what services you require. Depending on your requests and needs a plan is developed for us to work together. Knowing what you have and what you have spent is essential to understanding your finances. We track income and expenses each month. Organized Financial Solutions will provide you with a monthly financial report that accurately and transparently shows you how and where you spend your money.
We will:
- Organize and keep paperwork accessible for financial advisors and tax preparers
- Provide referrals to needed professionals
- Work closely with your CPA and simplify tax preparation
- Provide insight into your financial strengths and weaknesses
- Provide financial reports to track monthly income and expenses
- Liaise with other professionals like CPAs and tax professionals, attorneys, financial advisors, insurance agents, healthcare managers, and real estate professionals
- Special Projects as needed
Our Expertise
We Can Do It All. Get In Touch For a Free Consultation
Schedule and perform bill payments or prepare checks
Reconcile all accounts
Setup and organize your files
Sort and review all mail
Assist with establishing a budget that addresses essential needs now and in the future
Organize, and categorize income and expenses
Prepare a budget/Create a spending plan
Accurately manage your financial data in QuickBooks™ or Quicken®
Record keeping (medical history, tax returns, converting paper to digital files)
Cash flow projections and Budget monitoring
Why Us?
What We Can Do For You
We provide personal assistance to those having difficulty managing their monthly finances. We assist with paying bills, maintaining bank accounts, and organizing financial and medical insurance papers. Our clients retain complete control of their money without having to manage it.
Simplify Your Life
We simplify your life through in-home personal paperwork assistance. Our services help you organize and safeguard your finances.
Fee and Fraud Protection
We help protect you from unnecessary fees and questionable business practices so you are not victim to confusing policies and unnecessary fees.
Peace of mind
Many struggle with handling financial affairs owing to such reasons as change in health, loss of a loved one, or mobility.
We professionally manage financial responsibilities and ease the burden of caregivers.
Transparency
Your personal information is secured and protected and kept strictly confidential with us. We are insured and members of the American Association of Daily Money Managers, (AADMM) and adhere strictly to the AADMM Code of Ethics.
Our Valued Clients
Who We Serve
Active Retirees and Seniors who want to maintain their independence but need help with paperwork or finding and moving to new living situations.
Families with Seniors who need help with money management or personal transitions.
Busy Professionals and Frequent Travelers who need reliable money management.
Divorcees, Widows and Widowers who can benefit from help with their household finances or providing information to financial or legal professionals.
High Net Worth Individuals who prefer our fees for daily money management over other professionals.
Caretaker Partners who are overwhelmed with the emotional and physical demands of an ailing partner.
Those experiencing a temporary medical crisis who find it challenging to focus on healing and continue to manage the household finances
Those with issues such as depression or anxiety, who find it difficult to concentrate on financial matters.
Entrepreneurs who can’t find enough hours in the day to run their business as well as their personal financial affairs.
How We Start Working Together
We start with a personal meeting to review your goals and clarify what services you require. Depending on your requests and needs a plan is developed for us to work together.
Based on the estimated work required we will establish a weekly, bi-monthly or monthly schedule to meet your needs.
We will organize paperwork and electronic data files, so they are easily accessible.
There is no charge for the initial inquiry meeting which can be by phone or in person.
Fee schedules are based on the number of hours anticipated and the scope of work.
Travel time to the client’s location is complimentary.
Get In Touch
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