Financial Organizing
For some, managing finances can feel overwhelming. The key to long-term change is to create organizing systems to support the process. Here’s how I can help.
Financial Advocacy
If you’re experiencing a dramatic life change or simply looking to regain control of your finances, I provide various services promoting financial advocacy:
- Setting up automated bill payments
- Designing filing systems
- Establishing household budgets
- Compiling and creating tax documentation for CPA review
- Gathering and preparing documents for divorce proceedings
- Completing documentation for a loved one’s estate
- Installing and maintaining Quickbooks & Quicken
- Drafting correspondence for various circumstances
- Aiding in contacting customer service
Medical Reimbursements
Working through the medical insurance reimbursement process can be stressful. I complete paperwork on your behalf, follow up with your insurance company on reimbursements, and address any issues that arise.
