Annual Review

You hear it from financial experts all the time and we all know that we should do it.  We should go through our internet, cable, phone, cell and insurance bills to make sure we are getting the best deal.  Are we with the best company?  Are we on the best plan?  After all, you don’t want to just throw your hard-earned money out the window. But who has the time?

When was the last time you pulled your credit report or analyzed your budget?  Do you have copies of all your current insurance policies in one place where you could easily find them if needed?  Do you even know what kind of insurance you have?  Have there been any significant life changes that require you to update your documents or insurance?

Organize My Life understands how important these things are to a healthy financial life, but we also know that finding the time to do them yourself is almost impossible.  That is where we come in.  We will review your current spending and research alternatives to see if there are better options that will meet your needs for a better price.  Sometimes clients are perfect right where they are and sometimes just by switching auto insurance companies, you save hundreds to thousands of dollars a year.

Our Financial Review includes:

  • Reviewing and researching all current monthly bills such as cable, satellite, internet, cell phone, house phone and auto insurance.
  • Compiling insurance and other important documents so they are easily located when needed.
  • Creating and/or analyzing a household budget
  • Pull and review credit reports and scores (client pays any costs for this)

Organize My Life charges a flat fee for this service on a once a year basis.  The rate for this service is $350 for most clients.  If you have a more complex financial picture or you are not an established monthly client, there may be an additional charge.