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  • Work with me
    • Residential Organizing
    • Life & Beyond Organizing
    • Productivity Consulting
    • Financial Organizing
    • Mindfulness Coaching
    • Designed For Organizers
  • Speaking
  • About Me
  • Contact
  • More
    • Home
    • Work with me
      • Residential Organizing
      • Life & Beyond Organizing
      • Productivity Consulting
      • Financial Organizing
      • Mindfulness Coaching
      • Designed For Organizers
    • Speaking
    • About Me
    • Contact
  • Home
  • Work with me
    • Residential Organizing
    • Life & Beyond Organizing
    • Productivity Consulting
    • Financial Organizing
    • Mindfulness Coaching
    • Designed For Organizers
  • Speaking
  • About Me
  • Contact
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

Banking | manage it

Mail | process it

Process mail

Reduce junk mail

Change of address

Prepare correspondence

Bills | pay them

Banking | manage it

Mail | process it

Review, prepare and/or pay bills

Monitor accounts

Set up & monitor autopays

Negotiate with creditors

Assist in budgeting

Banking | manage it

Banking | manage it

Bookkeeping | keep track

Monitor bank and credit card accounts

Reconcile statements
Make bank deposits

Bookkeeping | keep track

Medical Claims | oversee them

Bookkeeping | keep track

Keep track of spending by category for budgeting or tax purposes

Quicken & Quickbooks management

Record Keeping | sort it out

Medical Claims | oversee them

Medical Claims | oversee them

Organize financial and tax documents

Organize health records and expenses

Medical Claims | oversee them

Medical Claims | oversee them

Medical Claims | oversee them

Review medical bills and insurance claims

Process payments and obtain refunds

File insurance claims and appeals

On Your Behalf | get it done

Estate Paperwork | before/after

Estate Paperwork | before/after

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

Estate Paperwork | before/after

Estate Paperwork | before/after

Estate Paperwork | before/after

Prepare and manage estate or probate financial paperwork and tasks

Budgeting | stay focused

Estate Paperwork | before/after

Financial Coaching| reach goals

Create budgets and manage your spending

Financial Coaching| reach goals

Financial Coaching| reach goals

Financial Coaching| reach goals

Identify and reach your financial goals (No investment advice provided)

Quicken | master it

Financial Coaching| reach goals

Financial Literacy | learn it

Set-up and learn how to utilize Quicken to manage cash flow, categorize transactions and pay bills. 

Financial Literacy | learn it

Financial Coaching| reach goals

Financial Literacy | learn it

Learn how to manage your daily finances yourself

are you ready?

Let's Chat!

Certifications & Certificates

Associations

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. 

Copyright © 2021 Cupke LLC. All Rights Reserved.

  • Residential Organizing
  • Life & Beyond Organizing
  • Productivity Consulting
  • Financial Organizing
  • Mindfulness Coaching
  • Designed For Organizers
  • Speaking
  • About Me
  • Contact