Essential Document and Personal Organizing Services

Concierge Services:

  • Organize and establish filing system for essential documents

  • Bill Paying

  • Facilitate communication with family members and trusted advisors

  • Assist with the process and paperwork after the loss of a loved one

  • Household/Small Business decluttering and organizing

  • Home staging and move-in set up

  • IT assistance and problem-solving with mobile devices and computers

*Rates are hourly

Call 239-586-8966 to begin your Concierge Services

shutterstock_518378185.jpg
Helping.jpg

"Janet is the consummate professional - wise, trustworthy, experienced, compassionate, and highly competent.  I highly recommend her for your financial organizing needs."

EF, Small Business Owner 

Filing Systems

 

Organizational supplies are available. Additional charges may apply. 

A system can be established with a simple file box.  Documents and statements can be easily filed and maintained in their respective folders.

A more elaborate fireproof box with a lock can be used for added protection and security. Combination fireproof and waterproof boxes are also available. 

Documents can be scanned and stored on a small USB flash drive. Extra flash drives can be made for family members or trusted advisors.