Professional Organizer Finance, Insurance & Accounting Senior Services & Care Women-owned Immigrant-owned BIPOC-owned
My clients range from busy professionals, overwhelmed parents to seniors, particularly those with ADHD or those navigating healthcare challenges. Call me for a complimentary consultation to identify the best way I can support you: remotely, in person, or hybrid.
As a Daily Money Manager, I offer:
Preparation of tax and real estate documents
Efficient filing systems (digital and paper) for record keeping
Healthcare navigation support including submitting and tracking/negotiating claims
Bill payment including reconciliation of accounts
Managing FSA, HSA, and DCFSA reimbursements
Open Enrollment Benefit Consultant
Researching and managing travel projects from comparing flights to visa/passport applications
Vetting Contractors and other services as needed
Providing logistical support before and after a move
Assistance with registration applications (Daycare, DMV, etc)
Liaising with accountants, attorneys, financial advisors, real estate agents, etc.
Creating a Legacy drawer for loved ones.