Organizing Seniors

FINANCIAL ORGANIZING FOR SENIORS

Overwhelmed by paperwork?   

Bills.  Bank and broker statements.  Credit card offers.  Insurance claims.  Legal forms.  Insurance companies expect us to have everything at our fingertips. We get more mail in a month than our grandparents did in a lifetime!  Who can keep track of it all?! 

Let's Get Organized can.  You don't have to do it all alone.  We take the stress out of your daily paper management with services including

    • Bill paying and expense monitoring
    • Organizing financial records
    • Creating effective filing systems
    • Deciding what you need to keep and what you can shred
    • Tracking medical expenses and insurance reimbursement
    • Working with other professionals to address all of your legal and financial needs
     

Our team is led by a Certified Public Accountant with over 20 years of experience in financial management.

 

RELOCATING  • DOWNSIZING  TRANSITIONING

Overwhelmed by moving?   

You've lived in your Bergen County or Northern New Jersey home for 30+ years.  You're selling your house and moving to a smaller place near the children and grandchildren.  Or perhaps you're entering a Senior Care Facility.  There is so much to do and the kids can't get time off to help.  Who do you turn to? 

Let's Get Organized specializes in gently and respectfully helping seniors and their families move from one stage of life to the next.  We act in place of your family when they can't be there themselves.  We:

    • Declutter the house
    • Donate what you no longer need
    • Pack what will move with you
    • Organize and stage the house for sale
    • Take care of all the little details of the move

Why LGO ?

We know moving is not just packing boxes, transporting them to your new home, and unpacking and organizing you when you arrive.  There are emotions and relationships involved.  This is why Let's Get Organized excels at being Senior Move Specialists.  We work with Baby Boomers and Seniors every day.  We understand what you are thinking and are sensitive to your feelings.  We are patient, and we delight in hearing your stories.  We don't just organize a move.  We hold your hand throughout the entire process - and beyond - and give you the honor, dignity, and respect you deserve (as well as a smiling face and a warm hug)!