Services

Personal Finance & Paper Management

We can organize your bills, taxes, files, mail and statements.

  • Weekly or monthly maintenance of all personal financial records
  • Organization of paperwork
  • Filing and/or computerization of financial records
  • Bill pay services
  • Set-up and maintenance of online bill pay accounts
  • Creation of online accounts
  • Creation of monthly budgets
  • Creation of mail-sorting system
  • Organization of tax paperwork
  • Creation of property inventory
  • End of life arrangements

Personal Residence

We bring order to your daily routines and any space in your home.

  • Time management strategies
  • Organization of your kitchen, office, attic, garage, basement, bedrooms, living areas, closets, and more.
  • Elimination of clutter
  • Removal of unwanted possessions for sale, donation, or disposal
  • Creation of organization systems
  • Creation of efficient storage solutions
  • Installation of storage units
  • Downsizing and Relocation

  • We oversee all aspects of your move while you enjoy the benefits of using a company that has established strong relationships with local retirement communities and moving companies.

  • Before:

    • Creation of a personalized moving plan
    • Removal of clutter
    • Assistance with packing
    • Organization of the home for sale
    • Complete cooperation with your moving company
    During:
    • Oversight on moving day
    • Coordination of installations and deliveries
    • Unpacking of essential possessions
    • Removal of packing materials
    After:
    • Creation of organizational systems and storage solutions
    • Unpack remaining possessions
    • Creation of a comfortable and efficient living space

    Workshops, Speaking Engagements, and Seminars
    • We offer a wide variety of specialized presentations to meet the needs of your organization
    • Past audiences have included:
    • retirement community residents
    • real estate brokers
    • parent organizations
    • small business employees
    • educators
    • Call us to determine if we can meet your group's needs