image1
Paying bills

is a chore.

So is disputing a claim with your health insurance. How about filing and maintaining your paperwork? Tracking expenses? Maybe you have better things to do. Maybe you're having difficulty managing these chores. Either way, you are not alone and I can help free you from your financial chores. 

Mail | process it

image2

Process mail

Reduce junk mail

Change of address

Prepare correspondence

Bills | pay them

image3

Review, prepare and/or pay bills

Monitor accounts

Set up & monitor autopays

Negotiate with creditors

Assist in budgeting

Banking | manage it

image4

Monitor bank and credit card accounts

Reconcile statements
Make bank deposits

Record Keeping | sort it out

image5

Organize financial and tax documents

Organize health records and expenses

Quicken & Quickbooks management

Medical Claims | oversee them

image6

Review medical bills and insurance claims

Process payments and obtain refunds

File insurance claims and appeals

On Your Behalf | get it done

image7

Interface with financial, legal, service, accounting and other professionals

Certifications & Certificates

image8
image9
image10
image11
image12

Associations

image13
image14
image15
image16
image17

Certified Professional Organizer providing Home and Office Organizing, Time Management  & Productivity Consulting, Financial Organizing, Daily Money Management Services and Mindfulness Coaching in Fairfield County, Connecticut. Serving Bethel, Bridgeport, Brookfield, Cos Cob, Danbury, Darien, Easton, Fairfield,  Greenwich, Monroe, New Caanan, New Fairfield, Newtown, Norwalk, Old  Greenwich, Redding, Ridgefield, Sandy Hook, Shelton, Sherman, Southport, Stamford, Stratford, Trumbull, Weston, Westport and Wilton. 

Virtual services available throughout the United States & Canada.