orgsolinc.com

Organizing Solutions Incorporated

Budgeting for Wealth Building. Bill Pay and Daily Money Management. Managing Finances for Family Members. Services & Support. What is the value of our assets and liabilities? We can’t plan for the future without knowing where we stand now. Budgeting for Wealth Building. What does it cost us to live? We need to know our cost of living to work with investment professionals, and create an estate plan. How can I reduce the stress of preparing to file my taxes? Bill Pay and Daily Money Management.

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PERFECT PRIVACY, LLC

12808 Gra●●●●●●●●●kway West

Jack●●●●ille , FL, 32258

UNITED STATES

1570●●●●8780

cd●●●●●●●●●@networksolutionsprivateregistration.com

View this contact

PERFECT PRIVACY, LLC

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Jack●●●●ille , FL, 32258

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Organizing Solutions Incorporated | orgsolinc.com Reviews

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Budgeting for Wealth Building. Bill Pay and Daily Money Management. Managing Finances for Family Members. Services & Support. What is the value of our assets and liabilities? We can’t plan for the future without knowing where we stand now. Budgeting for Wealth Building. What does it cost us to live? We need to know our cost of living to work with investment professionals, and create an estate plan. How can I reduce the stress of preparing to file my taxes? Bill Pay and Daily Money Management.

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Organizing Solutions Incorporated | orgsolinc.com Reviews

https://orgsolinc.com

Budgeting for Wealth Building. Bill Pay and Daily Money Management. Managing Finances for Family Members. Services & Support. What is the value of our assets and liabilities? We can’t plan for the future without knowing where we stand now. Budgeting for Wealth Building. What does it cost us to live? We need to know our cost of living to work with investment professionals, and create an estate plan. How can I reduce the stress of preparing to file my taxes? Bill Pay and Daily Money Management.

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orgsolinc.com

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About Us ‹ Organizing Solutions Incorporated

http://www.orgsolinc.com/about-us

Budgeting for Wealth Building. Bill Pay and Daily Money Management. Managing Finances for Family Members. Services & Support. Our ability to personalize solutions is the foundation of our success. We customize what we do to fit the way our clients think, live and work. We help our clients capture and organize their financial information so they can manage their day-to-day financial lives and see the financial big picture that enables them to meet their financial goals. Bill Pay and Daily Money Management.

2

Managing Finances for Family Members ‹ Organizing Solutions Incorporated

http://www.orgsolinc.com/services/bookkeeping

Budgeting for Wealth Building. Bill Pay and Daily Money Management. Managing Finances for Family Members. Services & Support. Managing Finances for Family Members. I don’t have time to deal with my parents’ finances. I want to spend my visits with Mom being supportive. It’s difficult to be objective with someone you love. Clients have elderly parents in their 90’s. Father has dementia, mother uses a scooter; neither is mobile. Both daughters live and work out of state. Create a bi-monthly cash report inc...

3

Process ‹ Organizing Solutions Incorporated

http://www.orgsolinc.com/process

Budgeting for Wealth Building. Bill Pay and Daily Money Management. Managing Finances for Family Members. Services & Support. How we work together. Our engagements are carefully developed, allowing for client input and approval each step along the way. An initial conversation with Laurie Minerbi. Outlines the prospective work and OSI’s capabilities. What led to the call or contact? What are the most pressing issues? Is the situation urgent? We incorporate the approved Action Plan into our Client Agreemen...

4

Budgeting for Wealth Building ‹ Organizing Solutions Incorporated

http://www.orgsolinc.com/services/budgeting

Budgeting for Wealth Building. Bill Pay and Daily Money Management. Managing Finances for Family Members. Services & Support. Budgeting for Wealth Building. What does it cost us to live? We need to know our cost of living to work with investment professionals, and create an estate plan. Client received large divorce settlement. Had never managed the household finances or investments. Client needed to track certain expenses for reimbursement by the ex- spouse. Created an asset snapshot format for monitori...

5

Organizing for Taxes ‹ Organizing Solutions Incorporated

http://www.orgsolinc.com/services/tax-data-organizing

Budgeting for Wealth Building. Bill Pay and Daily Money Management. Managing Finances for Family Members. Services & Support. How can I reduce the stress of preparing to file my taxes? I dread tax time. There has to be a better way to prepare. A woman of independent means and lifestyle for whom financial matters were a source of stress and upset. Taxes, in particular, made her feel nervous and pressured. Medical claims were not filed or tracked on a regular basis. Estimated income tax and real estate tax...

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gordonorganizing.com

Client testimonials

http://www.gordonorganizing.com/testimonials.html

Ldquo;We have been recommending Meredith Gordon to our clients for the past six years. She has had glowing reviews from each person that she has worked with. We can't imagine how our clients could make it through their [new home] moves without her! Meredith has extraordinary resources within the community and is smart, efficient and very personable as well.”. Stephen Israel - President, Buyer's Edge, Bethesda, MD. I look forward to your ongoing assistance. Thank you very much. Thank you, Meredith! You cr...

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Budgeting for Wealth Building. Bill Pay and Daily Money Management. Managing Finances for Family Members. Services & Support. What is the value of our assets and liabilities? We can’t plan for the future without knowing where we stand now. Budgeting for Wealth Building. What does it cost us to live? We need to know our cost of living to work with investment professionals, and create an estate plan. How can I reduce the stress of preparing to file my taxes? Bill Pay and Daily Money Management.

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