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.
Reduce junk mail
Change of address
Review, prepare and/or pay bills
Set up & monitor autopays
Negotiate with creditors
Assist in budgeting
Monitor bank and credit card accounts
Make bank deposits
Keep track of spending by category for budgeting or tax purposes
Quicken & Quickbooks management
Organize financial and tax documents
Organize health records and expenses
Review medical bills and insurance claims
Process payments and obtain refunds
File insurance claims and appeals
Interface with financial, legal, service, accounting and other professionals
Prepare and manage estate or probate financial paperwork and tasks
Create budgets and manage your spending
Identify and reach your financial goals (No investment advice provided)
Set-up and learn how to utilize Quicken to manage cash flow, categorize transactions and pay bills.
Learn how to manage your daily finances yourself
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.