Amy Dobin, owner of Peace of Mind Paperwork Management, has done a superb job of helping me with my…read morefinancial life so I can spend less time on it. I prefer to work remotely using emails, Dropbox, and various banking institution Internet sites, and I want to continue to use Quicken as I always have. Amy has been very flexible, agreeing to work in this way (even though she normally visits her clients' homes to do their work.)
Amy pays all my bills (or arranges for that to be done automatically from my bank), enters all my financial transactions into Quicken, solves various Quicken-related technical problems when they arise, reconciles my bank statements, and also helps me gather information for my accountant at tax time.
Since she is a paperwork person, not just a money management person, I am also using Amy for various special projects, such as making donations online at year end, a "privacy" effort to keep my personal information off various websites, and efforts to get me off of mailing lists.
Amy's skill in financial matters, her bachelors and masters degrees in computer science, her intelligence, her excellent communication skills, her previous work experience, and her creativity really show up during her work for me.
One aspect of Amy's work which I particularly appreciate is her concern with security, and she often makes suggestions which are oriented towards making my financial data secure on the web and on various computers inside and outside my home.
Amy is also very flexible in how I communicate with her -email, Dropbox, U.S. mail, phone, and visits to my home are all used when I need them.
I highly recommend Amy, especially for anyone who wants to remain involved with their financial affairs but does not want to do the day to day work. Most money managers are oriented towards the older person who wants to give up complete control of their daily financial affairs to the manager. Amy can work that way, but is also very able to work with someone like myself who wants to remain involved.
Amy is a true find - I wish all professionals were this competent, trustworthy, professional, flexible and reliable.