 June / July 2023 What my client forgot: Success story – I have worked for a couple in Athens for 5 years. They hired Simple Solution Organizing initially to organize their office. After working with them for some time, they hired Adele Tusson-Gross to do financial organizing. Adele would meet with them every other week. Her tasks included going through their mail, sorting it into categories, filing important items, updating Quicken, keeping track of tax-related items, paying bills, and communicating with the client's CPA’s, adult children, financial advisors, and home service professionals. Adele’s clients recently moved into assisted living for health reasons. At this time, she started reviewing their emails. She discovered emails from a large financial brokerage site. She asked the client and he had no recollection of it. She called the brokerage site and my client authenticated himself. He had 3 accounts totaling $25,000. Everything on this brokerage site was paperless. It probably was not intentional because he preferred paper. My client wanted all of their investment accounts together. I contacted their Financial Advisor to send the paperwork to make it happen. Historically, the husband in the couple handled all of the finances. In many couples, there is often one spouse that is more interested in this role. In my marriage, that’s me! However, there are many couples that maintain their own personal finances and deposit some funds into a joint account that they pay bills from. Regardless of how you handle your finances, your spouse/significant other, executor of your will, attorney, and/or someone you trust needs to be aware of all of your financial accounts. Do this now! Please don’t wait until you have a crisis. Unfortunately, we don’t know what our future holds. Don’t procrastinate this vital task. Simple Solution Organizing can help you with this. We are happy to help you build your own Life Organizer. This essential package includes vital records, an emergency planner, as well as end of life items on a digital document, which is cross-referenced to a paper file. My daughter has a copy of my life organizer. This gives my husband and I peace of mind. Our College Hunk staff is ready to help! Did you know that Simple Solution Organizing can help you with your moving and downsizing projects? We have College Hunks and a team of Professional Organizers ready to help you downsize and get your home ready to go on the market! Our team members Connor, Adam, and Brice have worked with several clients. A few examples of jobs they have successfully completed include:
At Simple Solution Organizing, we charge $50 per hour per team member. Based on our research, this is about half the price of our competitors. Photo on Left: Brice is an aviation student at Middle Georgia, He is a licensed pilot and has 2 cats which he loves to death. He has worked for Simple Solution Organizing since 2022.
Middle Photo: My favorite College Hunk, Connor Gross, my son! Connor is a student at Kennesaw State University studying Information Systems and Supply Chain Management. Connor has worked for Simple Solution Organizing since 2017 Photo on Right: Adam Adam is a student at UGA pursuing a degree in finance, He enjoys soccer and weight training. Comments are closed.
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