Legacy Financial Organizers

Creating order out of chaos.

Overwhelmed with stacks of mail, bills, and piles of important documents? Need assistance in organizing documents for your tax preparer, financial planner, estate attorney or other agent? We will work with you to create filing systems in your home and organize your important financial and legal papers. 

Organizing Client Finances

We identify client assets, insurance, liabilities, income, and expenses to create an individualized organizational system.  Our firm works with clients to organize documents which are needed by tax preparers, financial planners, attorneys, and other agents. 

Managing Client Payments

We work with clients to create a budget and forecast cash flow, pay client obligations and reconcile bank accounts. 

Providing Client Guidance and Resources

Our firm works with widowed clients to pursue survivor benefits from Social Security, Retirement Accounts, and other financial options.