More Than Just a Service—A Trusted Partner
I take the time to get to know each client’s unique needs and goals. With a discreet, non-judgmental approach, I’m here to support you. Gain confidence and peace of mind, knowing that your financial life is clear and organized.
About Elisabeth
With a passion for organization and a deep understanding of personal finance and business operations, I founded this company to help people take control of their financial and organizational lives. Whether you're navigating a major life event, building a business, or just need help getting your bills and records in order, I bring clarity and calm to the process.
How I Can Help?
Daily Money Management
Tame the day-to-day details of your finances.
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Bill paying & account reconciliation
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Tax document organization
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Budgeting & financial planning
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Medical paperwork & insurance claims
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Personal bookkeeping
Life & Beyond Organizing
Support during life’s biggest transitions.
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Buying or selling a home
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Marriage, divorce, or loss of a loved one
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Moving or downsizing
Small Business Planning & Growth
Helping you think like a business owner.
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Resume & skills analysis
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Market research & business planning
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Financial workflow organization
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Help raise money for start-ups (Series A, B, C, etc.)
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Board Service & Advising
Productivity Consulting
Get more done with less stress.
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Home office setup & workflow optimization
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Staff organization
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To-do list triage
Investment Education
Learn from basics to leadership.
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Business tutoring (high school to college level)
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Investment club presentations
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Intro to Investing for kids and teens
Client Testimonials
Let’s Make a Plan
Whether you’re overwhelmed by paperwork or launching a new venture, I can help you get organized and feel empowered. Let's chat about how we can work together.
Fairfield County, CT