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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.

 

  • Put information into Quicken or 
    Excel.

 

  • Work with your accountant, attorney, banker, real estate broker, care manager, financial planner, insurance broker.

 

  • 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

 

 

www.ssany.org

 

 

 

 

 

  

 

 

Board Member, Greater NY Chapter

www.AADMM.com 

 

 

 

 

Golden Circle Member &

Member, Westchester (NY) Neighborhood Group

www.NAPO.net 

 

 

 

Board Member 

Rockland County (NY) Estate Planning Council 

www.rocklandcountyepc.org 

 

  

Member

Central Westchester (NY) Geriatric Committee

www.centralwgc.org

 

 

Member

Northern Westchester (NY) Geriatric Committee

 

 

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for Personal and Business Follow-Up

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