- Finding time to focus on personal finances.
- Managing insurance claims.
- Maintaining a budget.
- Organizing tax documents.
- Helping a loved one with their finances.
Welcome to New York Financial Organizers
Bring order, ease and peace-of-mind to your financial life.
Do you struggle with:
How We Can Help
Fiduciary Services
When necessary, serving as Power of Attorney, Executor or Trustee for clients or estates.
Medical Paperwork
Organization of all medical paperwork leading to maximum coverage with minimal hassle.
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Pooled Income Trust
Administration of Pooled Income Trust accounts for participants of New York State Community Medicaid.
Record Keeping
Our record keeping services protect our clients’ assets by reviewing and categorizing all transactions.
We know financial planning can be stressful
We can bring you order, ease and peace-of-mind. We do this by managing the day-to-day financial tasks that can overwhelm you.
“Peter is a lifesaver! He completely organized and helped my (very difficult!) father both in his personal and business financial life.”
– Denise
“Peter and Jacob expertly and kindly provide financial services, such as bill paying and financial organization, and arranging for purchases of goods and services for my father.”
– Adrianne
Our Process
Our Initial Meeting
To get us started, we ask a lot of questions. We do this so we can become better acquainted with your unique circumstances and needs.
Organize and Digitize
✔️ Create digital file system
✔️ Collect account information
✔️ Build password program
✔️ Establish personal finance software file
Home Setup
✔️ Secure and confirm IDs and vital documents
✔️ Develop folder system
✔️ Discuss autopay options
✔️ Determine space for physical documents
Setup a Monthly Plan
✔️ Reconcile and categorize financial transactions
✔️ Provide Income and Expense reports
✔️ Visit to review and maintain systems
What Drives Us
Peter grew up observing the compassionate care his parents provided for their own parents. As Jacob entered his later years, he witnessed the same selflessness from his parents as they cared for his grandparents. These profound experiences inspired the establishment of New York Financial Organizers, Inc. (NYFO).
For numerous individuals, handling bills and maintaining financial stability can be an overwhelming challenge. Even the mere act of opening mail can trigger immense anxiety. They often feel a sense of inadequacy and vulnerability, struggling to keep pace with the demands of daily life.
These responsibilities can also place a significant burden on family members. NYFO is dedicated to assisting individuals and their loved ones in managing their financial matters, just as Peter and Jacob did for their own family.
Our comprehensive range of services includes organizing and managing financial and medical insurance documents, as well as providing support with check writing and the maintenance of bank and credit card accounts. Ultimately, we take great pride in helping individuals organize the daily demands of life.
