Category: Financial Organization

Schools out and Summer is here! Many of my clients are planning their vacations. Concerns about how they’ll manage their bills and overall money management concerns often arise. Before you pack that suitcase, here are a few things you can…

Read More Vacation & Money Management

With the explosive use of technology in the last twenty years, how we manage our lives has dramatically changed. When taking stock of their finances, my clients are often surprised at how scattered and complicated their digital assets can be. What…

Read More Your Life, Your Digital Assets

As a daily money manager I get that question a lot. Both provide important financial-related services to their clients. Both have professional distinctions. Both hold positions of trust. So what's the difference? I'll happily explain the differences as well as the…

Read More What’s the Difference between a Daily Money Manager & Fiduciary?

I know that's a bold statement. Yet, I believe you can really banish paper clutter forever... if you follow a few simple principles. Knowing that I help clients who struggle with paper -- bills, important documents, and the like -- a…

Read More Banishing Paper Clutter Forever

As a Daily Money Manager, I’d be remiss if I didn’t talk about credit card debt and personal finance management during the holiday season. With the flurry of sales and other Black Friday specials, it can be all too easy…

Read More Personal Financial Management Tips for Surviving Holidays

We’re officially 52 days until the end of the year. With the holidays nearly upon us (actually some of my clients mark Halloween as the official start of the holiday season), it’s easy to let important paperwork slip. I've found that if…

Read More Organizing Papers for Year End

Now that managing one’s financial life online is mainstream -- and heavily marketed by most financial institutions -- many of my clients feel pressured to adopt electronic bill paying methods. Going against your natural financial management style is never a…

Read More Choosing A Bill Paying Method to Match Your Financial Style

As a Daily Money Manager I routinely help my clients achieve a specific financial goal: pay bills on time and create a system that’s easy for them to manage. In previous posts, I’ve talked a lot about reducing paper clutter,…

Read More Common Financial Goal: Paying Bills On Time & Easily

Probably the most important habit of financial organization is maintaining your in-flow and out-flow systems. If you know how to handle each financial related tasks and their accompanying paperwork or electronic version as they come in, then it can’t pile…

Read More Financial Organization: A Weekly Habit

By now you have a financial organization notebook, chronicling your goals and what gets in your way. You’ve also set up physical files to store your important financial paperwork. One area that my clients seem to trip up is in…

Read More Ebb & Flow of Financial Organization