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 objectives.

• 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 and organize necessary tax documents 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 the preparation process of estate planning by collecting and organizing information on all assets, liabilities, financial accounts, digital assets and bills. Collaborate, as needed, with estate planning professionals for the creation of the trust, will, and/or power of attorney documents. Assist with account titling to align to estate planning documents.  Understand arrangements for final wishes and gather any information on pre-payment for funeral and burial services. Meet annually to keep information and specific details up to date such as assets, liabilities, financial accounts, digital assets and information on all bills such as due dates, account numbers, current payment methods, contact numbers and frequency of payment to alleviate the burden on loved ones trying to uncover all of this while grieving.

• Estate Administration Coordination. Provide expertise as a trusted resource throughout the entire estate administration process. Support the legal agent (e.g. trustee, executor) by consultation and / or assistance of navigating the process to properly managing financial affairs of the estate. Assist with collecting information from documents and electronic devices for the purpose of uncovering assets, liabilities, financial accounts, digital assets, bills, 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. Coordinate with and refer to, if needed, estate administration attorneys, accountants or other professionals throughout the estate administration process.

• Financial Advisor Coordination. Assist with the preparation process of meeting with a financial advisor for retirement planning by collecting and organizing information on all assets, liabilities, financial accounts, and bills. Collaborate, as needed, with the financial advisor through the creation of the retirement plan. Assist with implementing savings objectives into the budget to align with the retirement plan created by the financial advisor to help ensure retirement goals will be met in the future.

• Credit Score Education. Educate on the importance of a good credit score and its influence beyond just applying for a loan or credit card. Discuss 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.