Organizing Your Financial Life
Organizing and managing financial, legal, medical, insurance and other important records can be time consuming and overwhelming - especially when documents have accumulated over the years or you're simply not sure what should be kept and where.
I can help bring order to these records so they're well-organized, secure and accessible when you or someone you trust needs them. The goal is to make your financial life easier to manage while giving you greater confidence that important information won't be difficult to find when it’s needed.
How can I help? Depending on your needs, I will:
Gather and organize important documents, including financial statements, tax records, insurance information and other important records.
Review account titling and ownership information and identify items you may want to discuss with your attorney, financial advisor or other professional.
Create a practical filing system for paper and digital records so information can be easily located.
Digitize important records and organize electronic copies for convenient, secure access.
Review record retention and help determine what should be kept, for how long and what can be safely discarded.
Create a roadmap to important information so family members, executors or other trusted individuals know what exists, where it is and how to access it when appropriate.
What are the benefits? Better organization can save time, reduce clutter and make tax preparation and meetings with your professional advisors easier. It can also help protect sensitive information and make you better prepared for an emergency or a time when someone else may need to step in and help manage your affairs.
Most importantly, you'll know that your important records are organized and accessible—so when information is needed, you know where to find it and don't have to scramble to pull it together.
Your Money Concierge. More time. Less financial stress.