Organizing Solutions, Inc. Information

Organizing Solutions, Inc. is a custom financial and wealth organizing firm. We help our clients manage the details of their financial lives and coordinate with their wealth, tax, estate planning, insurance and legal professionals. We tailor solutions to fit the way our clients think, live and work. Our passion is to solve real problems for our clients and to contribute in a tangible way to their success. ASSET TRACKING: Organization of investment records and statements, Periodic net worth "snapshots", Tracking capital improvements and basis in residences, Vital records BILL PAY AND DAILY MONEY MANAGEMENT: Bill payment; Setting up online bill payment tools, Cash forecasting BUDGETING FOR WEALTH BUILDING: Tracking income and expenses; Creating custom budgets to help clients meet financial planning and "draw down" goals. MANAGING FINANCES FOR FAMILY MEMBERS: Bill payment and other hands on services for elderly or distant family members ORGANIZING FOR TAXES: Organizing tax relevant information at year-end and coordinating tax return preparation with clients' accountant