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Professional Financial Organizing and
Daily Money Management Concierge Services
for Older Adults
Organize and Manage Essential Documents
Are you feeling overwhelmed with your important financial, legal, tax, and medical documents? Setting up a personalized filing system can help reduce clutter and stress.
"Peace of Mind Planner" - Peter Pauper Press - 2015
Assist with Bill Paying and Financial & Insurance Issues
Would you like the comfort of another set of eyes to review your documents and ensure that your bills are paid? Knowledgeable, caring assistance can help reduce the challenges you may be feeling.
For every minute spent organizing, an hour is earned.
-Ben Franklin
Call now - 239-596-8966 - Organized living helps provide opportunities for more important tasks or enjoyable activities.
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