Financial Organizers

There comes a time where we as individuals, or our family members, are in need of assistance that is outside the normal scope of the traditional attorney, bookkeeper / accountant or financial professional. These situations typically arise following the passing of a spouse or loved one, divorce, injury / illness, or when individuals or couples are overwhelmed by daily commitments to work and family. Many times this leaves us with questions on where to turn for help and advice managing family finances. In these instances, many benefit from the services of a professional financial organizer to get their affairs in order.

This happened in my own family when my own Mother took ill and passed away. My Father did not know where to start and was unable to focus on and prioritize what needed to be done. We called in an accountant and financial planner to try to sort out our finances. This experience guided me into the financial services industry where I am now licensed as a financial advisor with both securities and insurance licenses. After experiencing what my family went through, I made a decision to educate and facilitate others in finance so they would not have to endure the experiences my family did. I worked with my father to create a financial plan that was manageable and that enabled him to take control and put him back on track. Working as a financial advisor, I discovered there were many other families who needed the services of a professional financial organizer during stressful or busy times.

I am delighted to offer these services to my clients and their families. As a financial organizer, I am offering peace of mind by organizing paperwork / mail, facilitating the creation of a workable system as well as ensuring all obligations and bills are accurate and paid on time. I bring many skills as a financial advisor as well as the ability to work closely with the current advisors and professionals in your life.

Services offered:

Arrange: Create and organize a workable space, including organizing mail, files and important documents.

Guide: Create a system to ensure all bills are accurate and paid on time.

Executive: Liaison between, or work in conjunction with, current accountants, financial professionals, attorneys and professionals.

Benefits:

By having a financial organizer, you will have peace of mind knowing your all of your financial affairs are being tended to, even when you have more important things to focus on. You will have the satisfaction of knowing all important deadlines and obligations will be met. You will save time and money. You will avoid missing deadlines and late fees while reducing the need for other professional services such as accountants and attorneys. Prepare clients to meet with professionals by gathering needed documents and questions.

Credentials:

· Licensed Financial Advisor with securities and insurance/ bonded

· Over 10 years operating small businesses

· BS in psychology

· Discrete, trustworthy and a problem solver

Organizing YOUR Financial Well-being