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File Management

"Organizing is a journey, not a destination."

END PAPER CLUTTER

Have you purchased books or searched online to find out how to build a filing system? Buying a book or reading articles do not magically build and organize files. Let us take away the stress of setting up a filing system to keep and organize your monthly statements, medical records, insurance papers and vital records. Everything you need will be at your fingertips.

What's Included...

Set up initial paper filing system (filing supplies folders and tabs)
Collect all records from client and categorize
Segregate crucial documents to be retained
Review files with client and develop filing system
Provide clear and concise tips to client for managing their system

Cost: $25 per hour + Filing supplies

HUNTING AND GATHERING

Involved in a financial audit or legal matter? The hunting and gathering service is tailored for a specific event. All documents relating to that matter will be categorized and chronologically organized. *In the event of an audit or legal matter, we may need to contact a third party, such as an attorney or financial representative to request clarification as to what documentation is needed for your case.

What's Included...

Collect documents pertinent to an audit, lawsuit, or project
Categorize documentation
Chronologically organize files
File and label documents in folders
Provide client a detailed listing of documents

Cost: $25 per hour + File supplies

"LIFE HAPPEN, THEN WHAT?"

To quote Dawn Pruchniak, author of The Best Gift is your Last Gift: How to Organize Your Affairs to Protect Those You Love Most, sometimes the best gift is your last gift. No one wants to think or talk about these things. However, the best time to talk is before anything happens. Let us assist you in getting your affairs in order and having a plan in place for the administrator of your estate.

What's Included...

Interview clients to obtain information medical and personal contacts
Discuss final wishes and what arrangements have been made or who will be making arrangements
Collect information of dependents and/or beneficiaries
Record information on important documents such as license, passport, birth, marriage certificates, and/or divorce decree
Our goal is to assist clients in developing an inventory of their assets and have important documents easy to access

Cost: $25 per hour + Filing supplies

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