Paper Management

Setting up a filing system for paper management is an essential part of feeling like you truly have things together. We know that having paper and bills scattered throughout your home adds stress and anxiety to your everyday life. Let me help you create a filing system around you and your family that works.

In the past, I have worked with my client's attorney, financial planners and CPAs to help clients develop proper paper management techniques so that we could get a trust or will completed or have their paperwork more organized when it came to getting their taxes done. I know many people delay these important decisions because they are overwhelmed with gathering their statements and account numbers. But once that is done, the client feels so much better and the rest of the family is relieved.  Plus the surviving family members won’t have to spend a lot of time digging and hoping they find everything.