Financial Organization Services

Best For

Individuals | Families | Small Businesses | Adult Children | Seniors | Busy Professionals | Travelers | People In Life Transition | Fiduciaries

“…Paula has brought clarity and organization to a financial mess and has great ideas on how to tackle the cleanup…”

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Services include

• Financial Goal Setting. Collaborate to establish short-term and long-term financial goals. Develop action plans and provide guidance to achieve financial organization goals.

• Financial Document Organization. Organize and maintain important financial, medical and legal documents.

• Digitizing Financial Documents. Establish current important financial documents to be maintained and scan these documents for electronic storage.

• Paperless Solutions. Help transition and implement digital tools and platforms for paperless financial management, including online banking, expense tracking apps, and cloud storage for important documents.

• Tax Preparation Coordination. Gather necessary tax documents, organize them, and upload documents to accountant’s portal. Communicate with tax professionals as needed for tax returns to be prepared. 

• Estate Planning Preparation Coordination. Assist with to proactively alleviate the burden on loved ones by organizing financial paperwork and digital assets during the estate planning process.  Collect information on all assets, liabilities, financial accounts and digital assets. Gather information on all bills - due dates, account numbers, current payment methods, contact numbers and frequency of payment. Collaborate with estate planning professionals to ensure provide documentation for creation of trust, will, power of attorney documents. Understand arrangements for final wishes and gather any information on pre-payment for funeral and burial services. Meet annually to keep information up to date.

• Estate Planning Administration Coordination. Provide expertise as a trusted resource throughout the entire estate administration process whether the need is consultation and / or execution of the recommendations to the legal agent (e.g. trustee, executor). Discuss process for properly managing financial affairs of the estate. Assist with collecting information from documents and electronic devices for the purpose of uncovering bills, assets, liabilities, financial accounts, digital assets, estate documents and beyond. Create list of balances due on debts including bills that need to be paid. Create list of accounts that need to be closed and income sources that need to be notified. Provide list of accounts that need to remain open but changed into the name of someone else. Provide list of accounts that will remain open where beneficiaries need to be updated. Assist with or provide Bill Payment Services. Organize financial documents for tax preparation, beneficiaries, courts and beyond. Make contact with various entities based upon information collected.

• Credit Score Education. Educate on the importance of a good credit score and its influence beyond just applying for a loan or credit card.  Discussion on the areas that have the greatest impact on improving credit score.

• Financial Education and Coaching. Provide personalized financial education and coaching sessions to improve financial literacy, foster responsible money management habits, and empower informed financial decisions.

• Refer To or Meet With Other Professionals. There are times when it is necessary for us to refer you to someone who specializes in something specific and other times where a coordinated effort is helpful. Whether it is a professional you are already working with or if you need a referral to one of our many professional partners, we stand ready to recommend or assist you or your business.