What others have said...
I look forward to helping you become better organized, achieve peace of mind, and gain confidence.
"Peace of Mind and Freedom"
Transitioning from my home to assisted living was very overwhelming. Janet helped me move into my new apartment and had everything set up and neatly organized within a few hours. All my financial, legal, tax, and medical documents are labeled and stored in a few file boxes; and she regularly stops by to review my papers and file my statements. This has given me peace of mind and freedom to do the things that I enjoy doing. Janet is very perfectionistic, always considerate, and is a real pleasure to work with.
"Professional Organizing Help for my Dad"
My father is 97 and just stopped paying bills over a year ago. After multiple falls, he was taken to a rehab facility. I live 1000 miles away and was referred to Janet by his estate attorney because help with his affairs was desperately needed.
Her assistance in organizing his records and helping me to pay bills and eliminate collections was truly a godsend. She is so organized!
When I realized that he would be unable to live at home on his own, she found an assisted living facility close to his house and provided me with contact information to get him accepted, also helping with arrangements for the move, and sale of his personal property.
She also helped me sell his car and his house, providing the name of a local real estate attorney who was reasonably priced and very responsive.
Janet is also a notary public which made many of the legal document signings much easier as no external notary needed to be hired.
From Dad's 3-month stay at a rehab facility to his move into assisted living and sale of his house, Janet's help was invaluable. None of what needed to be done could have happened without her professionalism, positive attitude, and great personality.
"I Feel More Confident"
Admittedly, I am not the best at understanding or organizing my personal finances. Working with Janet was an absolute pleasure! With her extensive knowledge and considerable experience, Janet was able to assist me in setting my financial goals. The patient, explanatory approach in which Janet operated made me feel at ease, and dare I say, more confident in taking ownership over my finances. I was extremely satisfied with the service SWFL Silver Solutions provided.
"Easy to Understand Filing System"
I wanted to offer my sincere thanks for all your help in organizing my financial records. It was overwhelming with all of the statements I had accumulated, and you brought order to the chaos. I still cannot believe how you were able to consolidate all my documents into two file boxes! The filing system you set up is easy to understand, and you have given me peace of mind knowing all is in order. You are such a kind, caring person who is willing to go “above and beyond”. I look forward to having you help me with other projects in the future!
"Tax Pre Organized Stressfree:
Janet displayed a complete understanding of my challenges managing paper. Her background in financial services helped get my taxes organized quickly. She developed a system that I can manage. She's also willing to help me tweak the system as needed. Being around a calm and confident organizer is helpful for seniors. I recommend her highly.
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