Financial Organizing

Are you overcome by the day-to-day management of your finances? Sometimes it’s difficult to keep up with everything—maybe due to decreased energy, vision problems, diminished confidence, or significant life events, like losing a spouse who handled the financial responsibilities.

Consider It Done can work with you to pay your bills, review your mail and paperwork, and ensure that important paperwork is handled with care. We can even make calls on your behalf if that is challenging for you.

Consider It Done can:

  • Review and sort your mail
  • Organize and manage financial records (digital or paper)
  • Pay your bills
  • Reconcile bank accounts
  • Organize tax documents, including completing information for your tax advisor
  • Serve as a liaison between you and your financial and legal advisors

Need help getting your finances in order?

We understand it takes faith and confidence to seek assistance with financial organizing. Consider It Done will perform all duties with integrity and complete transparency with your advisors or family. We are fully insured and all employees are bonded and undergo a background check.