Financial Organizing Services

 
 
 
A person hold paper with laptop and calculator

Financial Organization

Virtual and in-person services available

Finances— If you’re struggling to pay bills on time and keep your files organized, we can help.  We can assist in determining assets and liabilities, creating debt reduction and savings plans, and getting your paperwork in order. We can even help you get your end-of-life and emergency documents organized, such as wills, trusts, and directives.

Budgeting and Spending— We’ll help you create a spending plan that fits with your specific financial resources and goals, and learn strategies for staying on track and being successful with money.

 
Five hundred dollar cash with stethoscope on top of health insurance form

Medical-Related Organization

Virtual and in-person services available

Health Information— Individuals with chronic medical conditions frequently have lots of paperwork to keep track of. We can help you organize those documents in a way that makes retrieval and reference easier.  

Expense Reimbursement— Navigating the insurance company systems can be a nightmare and the process for obtaining reimbursement for out-of-network services can be confusing. We’ll help you fill out forms and submit required information so that you can recoup any money you’re owed. We can even help you decipher all those codes explanations of benefits the insurance companies send.

 
 
 
 

Don't see a service listed here?  Contact us to discuss your specific needs and how we can help.

Contact»

 
 
 

Service Areas

On-Site Organizing: Rhode Island, Southeastern Massachusetts, Litchfield County Connecticut
Virtual Organizing: Anywhere

(401) 559-2079 - (860) 325-2079