Alexis Boccanfuso, CPO®

Contact Information
Contact Name: Alexis Boccanfuso
Phone: 203-529-5162
Address:
Wilton, CT, USA, USA 06897
Description:

About
Alexis Boccanfuso is a Certified Professional Organizer with a focus on Financial Organizing. She provides financial organizing and daily money management services to individuals, families, seniors, and businesses. With over two decades of experience in the business world, Alexis knows her way around numbers, people, details, project management and problem solving.

Her professional organizing company, clutter|phobe, organically trended toward  paper organizing – mail, bills, tax records, health insurance claims, etc. Daily Money Management became a natural extension of that business.

Prior to financial organizing, Alexis worked as a Forensic & Litigation consultant at Deloitte & Touche and KPMG. She consulted for clients in the financial, publishing, government, technology, health care, medical products, food and beverage, pharmaceutical and insurance industries. She graduated from Pepperdine University with a Bachelor of Science in Business Administration.

In addition to being a member of AADMM, Alexis is also a member of AADMM-Greater New York Chapter, NAPO, NAPO-Connecticut Chapter, NAPO-Virtual Chapter, American Association of Notaries and the Wilton Chamber of Commerce.

Work With Alexis
When you work with Alexis, you can expect compassion, respect and strict confidentiality. She is a trusted professional offering integrity and reliability. Alexis treats her client’s financial matters as if they were her own. Your privacy is important and complete discretion is guaranteed.

As a financial organizer, Alexis can manage, assist in managing or teach you how to manage your daily finances. Her services include:

Open & process mail
Reduce junk mail
Change of address
Prepare correspondence
Review, prepare and/or pay bills
Make bank deposits
Set up autopays
Negotiate with creditors
Monitor and reconcile bank and credit card accounts
Organize financial and tax documents
Organize health records and expenses
Review medical bills and insurance claims
Process payments and obtain refunds
File insurance claims and appeals
Interface with financial, legal, accounting and tax professionals

c|p daily money management provides financial organizing and daily money management services in Fairfield County, Connecticut, including Bethel, Bridgeport, Brookfield, Cos Cob, Danbury, Darien, Easton, Fairfield, Greenwich, Monroe, New Caanan, New Fairfield, Newtown, Norwalk, Old Greenwich, Redding, Ridgefield, Sandy Hook, Shelton, Sherman, Southport, Stamford, Stratford, Trumbull,  Westport, Weston, Wilton. Virtual services available for all other areas.

 

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