Can you find important documents when you need them?
Do you feel overwhelmed with managing your household account information?
Are you concerned that a family member can no longer easily manage his/her personal finances?
With hands on support, we help you review, organize and track important documents and household account information to help you find information when you need it.
We are experienced in developing systems to help clients manage information and improve organizing methods for:
- Active files (paper and electronic) and passwords
- Dated or archived files needing review for retention
- Tracking documents for tax, financial and legal advisors
We work with a wide range of individuals to offer productivity strategies, as well as follow-up support, to help:
- Manage important tasks
- Get action items completed
- Prioritize and plan for routine or special projects
Organizing key personal documents and information affords you more time to enjoy other pursuits, and can bring you peace of mind in knowing that your records are streamlined and your tasks are easier to manage.
