Getting older is a privilege, but we all know that it comes with its own set of challenges as well. Retirement, health issues, and downsizing to a new home can mean a shocking amount of work when it comes to managing medical bills, insurance claims, record-keeping for taxes, and transferring information from old accounts to new ones. Add in all the fun stuff, like travel planning and picking up new hobbies, and managing your finances can become overwhelming.
We can carry that load for you, and keep your financial life organized. Let us pay bills and keep your checkbook balanced or make sure insurance claims are filed properly and take care of necessary follow-up. Or we can review your expenses and budget, and find ways to save you money, investigate possible fraud, and make sure you’re getting the most out of your income. When it comes to travel or a move, we’ve got your back, and can help with planning, making sure required documents are in order, and communicating with third parties who are involved. We can even work directly with your accountant or attorney!
You deserve to spend less time worrying about money and more time enjoying life with family and friends. Whether you’re looking for ongoing support with recurring tasks or just need help navigating a one-time project, Organization Matters can handle it.