If you regularly have trouble locating important documents, have to scramble to prepare for income tax appointments or are generally disorganized when it comes to keeping track of your financial records and affairs, you should consider taking action. Organizational skills and financial planning, in fact, go hand in hand.
The consequences of being disorganized and/or unable to readily and timely locate important information can be significant and unintended. Consider a missed deduction on a tax return, that Change of Beneficiary form you neglected to complete, or that lost credit card receipt that prevented you from securing reimbursement from your employer or a refund from a merchant.
Pages could be filled with similar examples. If you’ve ever wanted to get better organized, we can give you the benefit of decades of experience and help you get a fresh start. We’ll provide you with the numerous tips, tricks and recommendations for becoming and staying organized with your financial records, be they in paper and/or electronic form. Not only will you benefit in dollars-and-cents terms, but you’ll have less stress and more energy and time to devote to things you really enjoy! Services are typically rendered on-site.