FINANCIAL ORGANIZING
Keeping up with bills, financial statements, and medical records can be stressful, overwhelming, and time consuming. You don't have to do it all alone. We help you stay on top of all the paper that comes in so you can find what you need, when you need it. 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.
AGING IN PLACE - Your Golden Years at Home
You feel that home is where your heart is, and you want to stay in it as long as possible. Let's Get Organized can help you create a safe, comfortable, easily maintained space so you can enjoy the life for which you have worked so hard. We may:
- Close off parts of the house that are difficult to access or maintain
- Rearrange funiture for increased mobility
- Simplify what is used on a daily basis
- Do whatever is necessary to make your life easier
RELOCATING • DOWNSIZING • TRANSITIONING
Let's Get Organized specializes helping seniors move from one stage of life to the next. We gently and respectfully guide you through the transition from your family home to your new residence. Whether you're moving closer to the kids, staying in town, or relocating to a senior community or assistance facility, LGO is with you every step of the way. We:
- Sort through the whole house with you
- 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)!
SOMETHING SPECIAL - ETHICAL WILLS
I recently attended a wonderful seminar on Writing an Ethical Will and got very excited about it! What is an Ethical Will??
- An ethical will is a document prepared for your family that imparts your values, beliefs, wishes for the future, and anything else you would like to tell your loved ones.
- It is not a legally binding document; it is more of a written legacy. It can be as simple as a one-page love letter to your children or as involved as an entire book, complete with chapters, pictures, and heirlooms.
Some day is now. Call Let's Get Organized today to begin writing your own ethical will!
