VitalOrganizationalSystems.com

     Organizing Life's Details

 

 

  Vital Organizational Systems

        George Fehling DMM

 

     Daily Money Management

    For The Elderly & Disabled

My Services & Daily Money Management Solutions

As a Daily Money Manager, I provide personal business assistance to clients who have difficulty with, or lack the time needed for, personal monetary affairs. My life and business experience has given me a special affinity for the unique needs of the elderly and disabled. My expertise covers a broad range of tasks, the scope of which is defined by the needs of my clients. I provide private and confidential, one on one sessions conveniently in your home. Together, we'll develop a plan to address your specific needs and I will assist you in achieving your intended goals.

  • Bill Paying
  • Bill Reconciliation
  • Reconciling Bank Accounts
  • Preparing and Making Bank Deposits
  • Preparation of Checks for Client Signature
  • Organizational Solutions
  • Reconcile Financial Statements
  • Preparation of Plans to Reduce Debt
  • Preparing Budgets and Spending Plans
  • Organizing Receipts and Tax Documents

 

  • Collect, Screen & Secure Mail
  • Schedule & Confirm Appointments
  • Update & Secure Estate Documentation
  • Organize Mortgage & Insurance Documents
  • Organize Wills, Trusts & Health Care Proxies
  • Management & Referrals to Other Professionals

A Reminder To Contact Me For Assistance

Click To Email Me

   VitalOrganizationalSystems.com

  • George Fehling DMM
  • 84 Abingdon Avenue

      Staten Island, NY 10308