 |
 |
 |
 |
 |
 |
 |
 |
 |
Financial Services at Home
Utterly Organized helps individuals and families get their finances in order. We will come to your home and develop a system that supports your financial routines. Paper work is a chore which can leave even the most organized person feeling lost. Bank statements, investments notices, mail, children's school papers and everything else can be organized with our assistance. The key is to develop a system that brings value to your lifestyle. You need to know what information to keep, for how long and be able to find it quickly. Managing paperwork is a challenge and we are here to help.
Financial Organizing
Individual organization isn't just about stopping clutter. Holistic organization means nipping financial chaos, too. Whether you're a new college graduate, growing family or established home entity, we can streamline your finances and take away a huge hunk of stress. Using popular financial software, Utterly Organized will plug you into your bank accounts and allow you to track finances. Our systems will allow you to reduce spending, decrease paper records and filing, and help you track spending and bill data in real time.
- Manage Paperwork and set up a Filing System
- Set up a method to keep track of expenses, such as using Quicken + on-line banking
- Help make sense of finances for older adults
- Help establish a budget
- Help get ready for tax time
Getting Started
What to expect when you call Utterly Organized:
- When you call, we’ll ask you to explain your needs.
- You will be matched to an organizer’s set of skills based on your needs, scheduling preferences, deadlines and budget
- Your organizer will call and review your needs so that you can determine if the match is compatible.
- After an appropriate client/organizer match is established, it’s time to book an appointment. Usually, appointments last 3-4 hours.
- You can book as many appointments as you need: weekly, monthly, several times a year or on an as-needed basis.
- Do not clean or organize anything before your organizer’s visit. There is no need to be embarrassed about you current situation. Our organizers are sensitive to the big step you are taking by asking for help. In order to better help you, your organizer should approach your needs honestly and see your living or working space as it is.
