ABOUT FINANCIAL ORDER

We blend banking knowledge with today’s technology and a sense of order.

Lynn Plait is a Financial Organizer specializing in Daily Money Management. A native of South Carolina, Lynn was naturally organized even as a child.  Following a 21-year career as a senior officer with a financial institution in Atlanta, Lynn realized that her passion lay in helping others sort out and manage their finances efficiently. Drawing on her background in banking and her degrees in sociology and social work, she launched Financial Order in 2001.

Financial Order is a fee-based firm located in Arizona that works remotely with clients in any locale. We are dedicated to making your financial life stress-free and manageable. We do not sell any investment or insurance products. Our focus is on providing independent confidential advice and secure, reliable service.

“Serving my clients and making their lives easier is my passion. With over a dozen years in this business, I see two kinds of people: those who like handling their financial affairs and for whom it comes easily, and others who prefer to be doing something else. It’s always a pleasure to watch my clients do that something else.”
— Lynn Plait, Founder, Financial Order

Professional Affiliations and Certification

  • Board Member, American Association of Daily Money Managers (“AADMM”) (2019-present)
  • Coordinator, AADMM Arizona Regional Group (2018-present)
  • Chairperson, AADMM Conference, Tampa, FL (2015-2016)
  • Member, AADMM Conference Committee (2013-2015)
  • Certification, Professional Daily Money Manager (PDMM®), AADMM (2013-present)
  • Founding Member, AADMM Atlanta Chapter (2012-2017)
  • Member, AADMM (2007-present)

 

A Financial Organizer is a professional organizer who specializes in organizing the financial "clutter" in your life.

A Daily Money Manager manages your daily financial tasks, such as bill paying, account reconciliation, tax preparation, budgeting, record keeping, and other financial services.

The Professional Daily Money Manager (PDMM) designation certifies an advanced level of proficiency in daily money management and adherence to a Code of Ethics. A PDMM has met a required level of work experience, passed a criminal background check, and passed a knowledge and proficiency exam. After certification, PDMMs take continuing education courses.


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