"I am married to my work. I spend countess hours in the office. The last thing I want to do is handle more paperwork at home. A Daily Money Manager has gotten my affairs in order, pays my bills on time and shows me where my money is going."
Joel L. Catania, PDMM, M.B.A.
Personal Solutions, LLC
P.O. Box 7566
Garden City, NY 11530-0712
Phone: (516) 316-0838
Fax: (516) 294-1847
Personal Solutions, LLC is not a "one size fits all" service.
I will evaluate your individual needs and tailor my services to devise personal solutions to your paperwork problems.
My professional and confidential services include:
Bill Paying / Bank Account Reconciliations / Banking
Budgeting & Expense Managment / Credit Disputes
Correspondence / Collation of Estate & Income Tax Records
File Organization / Investment Reconciliations
Medical Claim Filing, Tracking and Reconcilations
Payables & Receivables / Recordkeeping Requirements
Personal Financial Statements / Assistance With A Special Project
Referrals to Related Professionals
Is it time to simplify your life?
I offer a free, no obligation, initial consultation. My services are individualized, private, personal and confidential.
One meeting to evaluate your needs will enable us
together to determine if we can come up with some
personal solutions to your paperwork problems.
Personal Solutions, LLC is insured.
I do not offer legal, tax or estate planning advice or sell insurance
or securities. At your behest, I will work with your specialists in
these areas to ensure your personal needs and goals are met.
I subscribe to the Code of Ethics of The American Association of Daily Money Managers
Daily Money Management Services
Bringing clarity and order to your bill-paying,
budgeting and recordkeeping needs