Maybe you typically have the time, energy, and ability to manage the daily tasks of your personal finances just fine, so you don’t think you need a Daily Money Manager. But maybe you’re right at the beginning of a big shift in your life, and suddenly the tasks lining up ahead of you are looking pretty overwhelming, or you just aren’t sure about the best way to prepare for your next steps. Marriage or divorce, a new addition to the family or the death of a loved one, buying or selling a home, starting a new career or retiring . . . big changes mean a lot of work. Let us ease your mind, lighten your load, and clear a path that you feel comfortable following.
We will communicate and coordinate with all involved third parties, help schedule appointments or find resources, take care of estate administration, or negotiate with creditors regarding outstanding bills. We can catalog your valuables and assets and coordinate appraisals, deal with insurance claims, and make sure you’ve got the documents you need to keep moving forward.
When life changes, we are ready to work with and for you to make the transition as easy as possible to navigate. You deserve the freedom to deal with your life – we’ll deal with the coordinating and record-keeping. Organization Matters is ready to help you step into the new – and thrive.