Daily Money Manager – An Organized State

Daily Money Management

As a Daily Money Manager and a Professional Organizer, I help get individuals’ homes and paperwork in order. I assist with creating and maintaining file systems, keeping papers in order, and dealing with issues that arise with insurance, billing, and banking.

Frequently asked questions about what a Daily Money Manager does:

What services does An Organized State provide to their Daily Money Management clients?

Bill Payment services for individuals and families
Financial record management
Budgeting
Medical billing issues
Working with fiduciaries on financial tasks
Set up Quicken / Quickbooks for use for financial management
Set up automatic bill payments

What type of clients does An Organized State work with?

High Net Worth Individuals and Families
People with disabilities, chronic illness, including mental illness
Seniors and Older Adults

Does An Organized State offer their Daily Money Management Client’s their Organizing Services?

Yes! We offer the following organizing services:

Daily Money Management

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