Our Mission - To convert chaos and stress into order and simplicity
Uniquely Organized emerged from a need we saw time and time again as our financial planning business grew. We realized that giving clients wise financial advice occasionally involved researching old investments, insurance policies, and employer retirement plans, or organizing personal records and financial documents.
We are the ONLY financial planning company in Dallas that organizes
financial documents and personal records.
We work in the client’s home to locate, sort, and organize investment statements, tax records, etc., and prepare an inventory, if needed.
Individuals take advantage of this service because they:
- find that record keeping has become a burden
- are too busy with their children and careers
- have become a full time caregiver for a parent or spouse, a money manager for the first time due to divorce or death of a loved one, or are a new guardian or trustee
- are concerned about possible elder financial abuse of a friend or relative
- are tired of their “shoebox” tax filing system
- are downsizing
- just hate to file!
