Services
personal document organization
Having all your vital information and important documents in one place will give you and your family peace of mind knowing everything is in order in case of an emergency. We will work with you to locate, consolidate, store, and maintain your vital documents and all your important papers so that they are easily accessible.
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office overhaul
Where you work affects how you work. A well organized office provides a feeling of control and leads to a higher level of productivity. Your space doesn't need to be perfect, it needs to be functional. We will create the organized space you need for success at your home or business.
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TAX RECORD PREPARATION
Take control by being prepared. Tax time can be a miserable and stressful time. We will organize your current year taxes and set up a system to reduce tax-time stress in future years. In case of an audit, we can help you pull together the necessary data.
young adult services
When your child turns eighteen, parents no longer have the legal authority to make medical and financial decisions for them. Having the essential legal documents in place facilitates the ability for you, or another trusted adult, to advocate for your young adult. We will go over the necessary documents and discuss with you and your child the reason for them. Being prepared allows you to be in control.
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paper organization
Without a plan for paper management, a household or business can sink under the weight of excess paper. Being organized puts you in control of how you handle paper, email, the phone, your time and all the tasks and responsibilities that make up your day. We will develop a workable system to manage your paperwork and establish an easy-to-use system geared towards your preferred style.
MEDICARE CONSULTING
Medicare is a complex health insurance program. As a result, many of the questions surrounding Medicare and its related programs do not have simple answers. Lifetime financial consequences and gaps in coverage can result from poor decisions made around enrollment. Understanding Medicare enrollment periods and how they work with an individual’s particular situation is critical for successful enrollment in Medicare. We will help you make sense of, and guide you through the complicated enrollment process.
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