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 phone calls. An M.B.A. from the Wharton School, Karen coordinates her efforts with clients’ fiduciaries and trusted advisors (attorney, accountant, financial advisor, insurance broker, care manager, and family) to get important work 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, NY.
Learn more about the services of Personal Money Manager TM at: https://PersonalMoneyManager.net.