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Financial Organization and Flow

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With Regina Woods DeCarlo

Bringing order to financial chaos is my passion. No matter how disorganized your financial paperwork may seem, I’m here to help create clarity and flow.

Financial Services:

  • Organizing paperwork, mail, and documents

  • Recovering dormant funds

  • Setting up filing systems

  • Supporting families during crises

  • Medicaid application assistance

  • Automating bill payments

  • Consolidating accounts

  • Creating financial spreadsheets

  • Acting as a liason between families, living communities and care managers

Let’s get started on creating financial clarity and flow for you!

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