Personal Money Manager TM

Contact Information
Contact Name: Karen Caccavo
Phone: 845-634-0076
New City, New York, USA 10956

I am a confidential and experienced financial organizer working in the New York-New Jersey tri-state (Westchester, Bergen, and Rockland Counties). Since 2008, my focus has been on seniors and their paperwork challenges.  Working in clients’ homes, I work along side you or for you– sorting mail, identifying the most important items, paying bills, gathering tax information, resolving paper clutter, setting up and maintaining home filing systems, and completing forms and making calls.  An M.B.A. from the Wharton School, I coordinate with clients’ fiduciaries and trusted advisors (attorney, accountant, financial advisor, insurance broker, care manager) and family to get important tasks completed on a timely basis.

I have held leadership positions in the American Association of Daily Money Managers–Greater NY Chapter, the National Association of Productivity and Organizing Professionals, Rockland Business Women’s Network, and the Estate Planning Council of Rockland County and Westchester County, NY.

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