Financial Organizing and Record Keeping

  • Organize and create a system for record keeping

  • Create Important Documents File including Important Contacts and Financial Account locations/beneficiaries

  • Review monthly bank and credit card statements for potential fraud

Budgets and Statement of
Net Worth

  • Create monthly income, expense and savings budget

  • Create analysis of actual compared to projected income/expenses

  • Prepare a Statement of Net Worth detailing assets and liabilities

  • Review fees to ensure client isn’t being overcharged for services

Estate Planning

  • Create financial asset summary to help with estate planning

  • Consolidate and title accounts (POT, TOD or ITF) in compliance with client’s wishes and estate plan

  • Assist processing the documents to add or change beneficiary designations

  • Ensure clients transfer assets into trusts as per attorney’s instructions



  • Organize documents for income and expenses for Income Tax Returns

  • Track charitable contributions, medical and other expenses to maximize deductions

  • Confirm extensions have been filed if necessary

  • Review correspondence and work with accountant when needed

Moving Management

  • Interview and secure estimates for professional organizers to sort belongings, furniture and art

  • Arrange for the profitable disposal of unwanted items through auction, estate sale, buy-out, consignment, on-line, donation or a combination of the above

  • Interview, schedule and oversee movers


  Financial Issues of Divorce 

  • Help client complete accurate Statement of Net Worth including a detailed monthly expense budget

  • Provide client with complete understanding of their financial situation.

  • Educate clients on the financial pitfalls of divorce

  • Vet and provide clients with potential mediators/attorneys

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