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Paperwork, Financial Organizing ... Peace of Mind
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Contact Karen
Let Personal Money Manager help you:
  • Pay bills or set up an easy-to-use bill paying process.


  • Manage checkbooks and credit card accounts.


  • Review and follow up on bills, statements, and mail. Complete important forms on time.


  • Organize financial and tax documents to save you money.


  • Track financial information.


  • Coordinate work with your trusted advisors (accountant, attorney, banker, real estate broker, care manager, financial planner, insurance broker) to help complete important work on a timely basis.


  • De-clutter and de-stress your life!


Contact Karen today to start getting your paperwork under control.

My Recent Projects:

  • Assist an executor with the paperwork associated with settling her mother's estate.


  • Design a home filing and paper processing system for an entrepreneur running multiple home-based businesses.


  • Fine-tune and maintain paperwork systems in a professional couple's home--including sorting mail, organizing financial papers, and tracking tax-related information.


  • Set up an easy-to-maintain bill-paying system and tame paper clutter for a senior.


  •  Organize and summarize tax-related information to deliver to a client's accountant.


  • Transfer a family's financial information into Quicken to track income and expenses.




Conference Presenter









President, Greater NY Chapter 





Golden Circle Member &

Member, Westchester (NY) Neighborhood Group 




Board Member 

Rockland County (NY) Estate Planning Council 




Central Westchester (NY) Geriatric Committee




Northern Westchester (NY) Geriatric Committee