Get Peace of Mind and Your Weekends Back

  • Do you put off paying bills and watch unopened mail pile up?
  • Are you suddenly on your own after years of relying on a spouse or partner to manage the finances?
  • Does your financial planner want to see a budget showing how you spend your hard-earned money?
  • Is April 15th the most stressful day of your year?

If you answered “yes” to any of these...

Working with a Financial Organizer who is also a Professional Daily Money Manager(PDMM®) can be your best-kept secret. We excel at managing your day-to-day finances, bringing order to your financial affairs, and giving you the peace of mind and free time you deserve.

We work with you confidentially to

  • Track your expenses for budgeting and tax preparation using personal financial software.
  • Handle your daily banking, bill paying, and financial correspondence, or teach you to do it online yourself using the most efficient methods.
  • Keep your financial records current so you’ll be ready for meetings with your financial planner and CPA.
  • Manage your service contracts, subscriptions, and other time-sensitive obligations.

We work with people like you. Read about how our services help

  • Sally, unexpectedly on her own when her husband has a stroke
  • Fred, a retiree who wants help but values his independence
  • Arnie and Jane, a busy couple who want more family time

With Financial Order, you’re free to travel, focus on your family and business, or just relax and enjoy your weekends!


Web site design by: Alpharetta Web Design, LLC