Q1).I see you are a Professional Organizer and Daily Money Manager. What do these titles mean?
Professional Organizers enhance the lives of their clients by developing custom organizing systems and teaching organizational skills. Professional Organizers help control chaos -which allows their clients to more effectively manage their time, reduce stress and provide them with more of an opportunity to spend time doing what they love.
Some people are familiar with Professional Organizers who clean up garages, closets or basements. Although we use the same techniques, I specialize in home office cleanup.
Professional Organizers who are members of the National Association of Productivity and Professional Organizers (NAPO) are required to follow a strict code of ethics.
Daily Money Managers (DMMs) provide personal financial services to business professionals, seniors and older adults, people with disabilities, high net worth individuals, small business owners and others.Daily Money Managers bring clarity and order to an individual’s daily management of bills, budgets and record keeping.
Daily Money Managers who are members of the American Association of Daily Money Managers (AADMM) are required to follow a strict code of ethics.
Q4).My messy office doesn’t really bother me. But it makes everyone else crazy. Should I change?
If you are comfortable with your environment, I don’t see any need to change. But, since you have researched this topic and reached this page, perhaps there is something that you feel could work better for you? Please give me a call and perhaps I can help.
Q2).How am I protected if I give you access to my banking account or credit card information to pay bills?
Trustworthiness and honesty is the backbone of my business. I strive to make you comfortable with how your financial affairs are being protected. For example, one way to do so is to set up a separate bank account that I use for bill paying. I show you a list of bills that are scheduled to be paid, and you transfer just that amount into the account. I will also communicate with a third party (caretaker, guardian) to increase your comfort level that your finances are protected. Transparency is the cornerstone to our successful working arrangement. I also am fully insured.
Q3).Isn’t being organized just a matter of common sense? What will you do that I can’t do myself?
Organizing is a mix of logic, common sense and creativity. All of which tend to disappear when we’re stressed or overwhelmed. I try to use objective eyes and ears-as well as a creative mind-to help you step back, regain clarity, and view a situation in new ways.
So much of the challenge is overcoming the feeling of being overwhelmed at all the work involved. Knowing that you have a “buddy” to help you attack the problem can be a liberating feeling and help you jump-start the process.That is my job.
Q5).I see you encourage technology solutions. I’m not very tech savvy – will this be a problem?
Not at all. I assume everyone has a different technology skill set. I can vary my suggestions from simple manual processes to the most sophisticated on-line applications, depending on your comfort level.
Q6).How will you ensure my privacy?
Confidentiality and discretion are paramount. I have spent many professional years in Human Resources, so I am quite familiar with the need to protect your privacy – it is second nature to me. If I take on some of your financial management, and you will be kept informed about everything I do. I will I strictly follow the code of ethics endorsed by the National Association of Professional Organizers and Association of Daily Money Manager.
Q8).Do you work with clients over the phone?
After the initial phone call, it is important that to see your environment, so the consultation will be home based. I am flexible going forward about working with clients over the phone or at home, depending on the job.
Q10).Do you accept credit cards?
Yes. I accept Visa, MasterCard and Discover.
Q12).How many hours will it take before I see some results?
It depends on the size of the task. My clients will tell you: I am quite energetic and efficient. After we talk, we will work together to achieve your goals. I try to assess the situation as we go along to ensure that the pace and results are acceptable to you.
Q7).Every time I think I’ve gotten myself organized and my bills are under control, it works for a couple of weeks and then falls apart. What’s wrong with me?
Nothing is wrong with you. Organization, like any other habit, takes quite a while to “take hold”. I can work out a schedule going forward to make sure that we touch base at certain intervals. At these check-in points, we can identify process that might need some modification, or processes that simply need a little nudge to get back in line.
Q9).What geographical area do you serve?
Rhode Island and Southern Massachusetts.
Q11).How do you charge for your services?
I charge a very competitive hourly rate. Most people are pleasantly surprised at how reasonable my fees are. I feel strongly, however, that the choice of a professional organizer should not be made on the basis of price, but on the results you can expect.
Often you will see the results of our effort on the first visit. Ask yourself – how much time and energy is lost in my disorganized office, or in frantically trying to keep on top of the bills, and what is that worth to me? Or, how much did you pay in late fees over the last year?