Financial Organizing
What Is a Financial Organizer?
A Financial Organizer is a professional who helps clients manage their day-to-day financial tasks, such as bill paying, budgeting, financial organizing, and expense tracking. We provide support to seniors, busy professionals, and those needing assistance with financial organization. We follow a strict code of ethics through the American Association of Daily Money Managers (AADMM) and are background-checked.
Financial Organizing Services include, but are not limited to:
- Paper/Mail Management: Opening/sorting mail and managing mail
- Email Management: Review emails for phishing scams; review and sort emails
- Bill Management: Monitoring and paying incoming bills, as well as keeping paperwork and records in order (paper or digital)
- Tax Prep Assistance: Gathering/Identifying information required for tax preparation
Visit our Contact Page to schedule a free initial consultation. We will discuss how we can turn your unorganized, cluttered spaces into spaces that work for you.
Silva Organizing Solutions 