FREQUENTLY ASKED QUESTIONS:
How do we get started?
- We start with a free 20-30 minute phone conversation. We’ll discuss your situation, the challenges you’re facing and what you want to accomplish.
- We’ll schedule an in-person meeting if appropriate. We’ll do a walkthrough of your space. This is a relaxed process to get to know each other, your space and your situation better. It also provides you with the opportunity to meet me and ask more questions.
- From the information gathered from our call and the visit, we’ll create a plan together that incorporates your wishes, budget and desired timeline for accomplishing the work.
- After we’ve defined the project, and before we get started, we’ll go over fees, payment options and the service agreement together.
What is your fee structure?
I strive to find a solution that fits within your budget. Besides a straight hourly rate there are bulk-hourly and retainer options available at a reduced rate. I also offer a special discount to my senior clients.
Do I have to commit to a certain amount of time?
There is no set requirement. Time needs and commitments are flexible. I help my clients with short-term projects, long-term projects, and ongoing arrangements managing all or part of your financial and/or household affairs.
All client relationships remain strictly confidential. O.R.D.E.R. does not share, distribute or exchange information with any third party without the client’s consent.
What professionals in other fields do you collaborate with regarding your clients’ issues?
O.R.D.E.R. works with attorneys, CPA’s, financial planners, realtors and geriatric care managers to name a few. Our work is designed to complement their efforts.
Do you replace the need for other professionals such as attorneys and accountants?
We do not provide legal, financial or medical advice. Rather we function as an intermediary between the client and these other professionals. If you don’t have professionals already working with you we will help you find properly vetted assistance.
If you have other questions not answered here please contact us.
AADMM – American Association of Daily Money Managers
http://aadmm.com/ or call 877-326-5991
AARP – American Association of Retired Persons
Administration on Aging
http://www.alz.org/ or call 800-272-3900
American Society of Estate Liquidators
http://www.aselonline.com/ or call 800-272-4431
Annual Free Credit Report
https://www.annualcreditreport.com/index.action or call 877-322-8228
Assisted Living Federation of America
http://www.alfa.org/alfa/default.asp or call 703.894.1805
Do Not Call Registry
https://www.donotcall.gov/ or call 888-382-1222
http://www.eldercare.gov/eldercare.NET/Public/index.aspx or call 1-800-677-1116
http://medicare.gov/ or call 1-800-medicare
NAPO – National Association of Professional Organizers
http://www.napo.net/ or call 856.380.6828
National Center on Elder Abuse
http://www.ncea.aoa.gov/ or call 1-855-500-3537
National Guardianship Association
http://www.guardianship.org/ or call 877-326-5992
Salvation Army – Donation Value Guide (for taxes)
Social Security Administration
http://ssa.gov/ or call 1-800-772-1213
http://va.gov/ or call 1-800-827-1000
Daily Money Management Articles
Learn more about Daily Money Managers. Here are links to some articles.
“Daily Money Managers for the Average Jill or Joe” (Bankrate)
“Daily Money Manager: The Most Important Job You’ve Heard Of” (Value of Simple)
“Daily Money Management Programs” (About.com)
“Do You Need a Daily Money Manager?” (Motley Fool)
More Articles of Interest
“When Your Parents Need a Hand” (CNN Money)