Let us help you!
Keep Me Organized provides day-to-day management of finances for clients. We organize mail, paperwork and bills that come in weekly, as well as help with completing insurance and medical forms, and organizing financial and insurance papers. We provide assistance with check writing and reviewing correspondence, and will assist you with keeping a close watch on credit card transactions, preparing budgets and help with special projects or needs. You might be surprised at the amount of tasks a Daily Money Manager performs.
Keep Me Organized is happy to meet with first time clients for a complimentary consultation to discuss how we may best meet your needs. We charge for our services on an hourly basis with a two hour minimum.
One of the benefits of a daily money manager is that we include a network of professionals in case you need help in any area. At Keep Me Organized, we will keep you organized and on task so you can focus on your life.