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Financial Organization and Flow

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:
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Organizing paperwork, mail, and documents
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Recovering dormant funds
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Setting up filing systems
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Supporting families during crises
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Medicaid application assistance
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Automating bill payments
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Consolidating accounts
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Creating financial spreadsheets
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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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