Overcome Financial Clutter with a Professional Organizer: Expert Tips
Do you struggle with un-filed receipts, tax time stress and the overwhelm of managing your household finances? You are not alone. “Clutter” shows up in all aspects of life – not only closets, schedules, paperwork, photos and technology … but also in our finances.
This week, Dana shares how and why a professional organizer with this expertise can help you overcome your financial clutter.
Benefits of Getting Help
Financial Insight: Know where your money is going …and coming from. And create a customized budget.
Save Money: No more late fees or penalties as your bills are monitored and paid on-time.
Simplified Tax Prep: Track and organize your tax related information to make your annual tax prep a matter of hours instead of days or weeks.
How Does It Work?
First, figure out how you want to work with your organizer.
When working virtually, Dana uses her computer and software, maintaining digital records, and is able to set up automatic or online bill pay. She shares reports and other information with her clients electronically on a regular basis.
On-site money managers use your computer and software and also handle mail and maintain physical paper records.
Some organizers, like Dana, offer a hybrid model…blending virtual assistance with physical paper management.
How to Start
If you already work with a professional organizer, ask them if they can help you declutter financially or if not, can they refer you to a trusted colleague?
In deciding, look for someone…
Who prioritizes confidentiality, accuracy and credibility in managing your financial information.
Is part of an organization that holds its members accountable, performs background checks and ensures professionalism. Dana’s company is a member of AADMM (American Association of Daily Money Managers) as well as NAPO (National Association of Productivity and Organizing Professionals) and NASMM (National Association of Senior and Specialty Move Managers) – all organizations that help ensure the highest level of integrity in service.
Don’t let financial management be a burden. Professional Organizers and Daily Money Managers like Dana can at least create a system for managing your money-related papers and bills. Then you can decide if you need more support with budgeting, tracking and maintaining your finances.
