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  • Gather and organize paperwork prior to client meeting with family office or trusted advisors.
  • Create a home office organization system.
  • Scan, e–file and purge paperwork to create an orderly workspace.
  • Create and manage database of personal contacts.

Do you toss papers into a pile? Do you avoid certain cluttered rooms in your house?

“I could not say enough about Personal Office Management! My husband and I worked with April and Dawnmarie when we were about to move into our new home. Before, we had a very 'interesting' file system. Dawnmarie and April not only helped us clear out our clutter and organize our bills, but they set us up with a wonderful system that we now use in our new home. We have never been more organized! They also assisted us with our "new home/new address” mailings to our friends and family. Interviewed and hired movers and guided us on everything else needed to be done to ensure smooth sailing. They also connected us with the appropriate tech person for all the computer issues arising in everyday life. Later in the year, their staff helped me with some mailers for a non-for-profit organization that I am involved with. Everyone we have worked with has been helpful, kind and a pleasure to work with. ”
- Ashley D. Joyce