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Financial Solutions |
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Organized Instincts is the home of Georgia's first Professional Daily Money Manager, Nanette Duffey, the industries most respected certification.
Creating and maintaining quality financial records is vital to protecting and safeguarding your most valuable assets. With Organized Instincts we can help you end the frustrating searches of your records, regain the control you deserve, and give you peace of mind that your in control. As daily money managers and professional organizers, we work with individuals, pairs, and family units to:
- Install financial systems and routines for routine personal financial transactions
- Integrate software solutions including Quicken, Mint and other personal finance products
- Creating accountability and tracking of household spending
- Utilize time saving tools such online banking and bill pay features
- Implement tools to manage important financial matters while away from home
Organized Instincts is a fee-based company dedicated to helping clients achieve success and fulfillment in all aspects of their financial lives. We do not sell any investment or insurance products. Instead our focus is providing clients with independent, confidential and reliable services.
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Gain Peace of Mind for Your Finances
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Image your personal financial transaction, maintained and monitored by a professional daily money manager, who helps put your mind at ease.
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Discriminating Service For Those on the Go
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 Offered exclusively for those who understand and highly the value the outputs of personal financial software and reporting. The discriminating client is simply too busy to maintain detailed financial records on their own with support of a daily money manager. We can help you maintain the necessary record keeping, while you maintain your freedom.
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Personal Financial Software Introduction
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Our Personal Financial software introduction covers the setup and training aspect of getting started. These lessons are perfect for new users of personal finance software or seasoned users who want more help mastering the basic steps of account set-up and categorizing transactions.
When you want to begin the process but don't know where to start, then give us to schedule your first session.
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Intermediate Personal Financial Software Training
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Our intermediate training option is for intended for users who are comfortable with the operating a computer and it's daily functions, are experienced software users (1-2 years), and who are looking for help upgrading their existing knowledge and skills.
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Advanced Personal Financial Software
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 When you have used personal financial software for years of using software and then you realize the need or desire to tackle it's most advanced features it's time for our advanced training. When you are facing personal financial changes such as a significant salary change, need to provide financial support for others, or you decide launch of a new business venture suddenly have the need for more tools.
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Creating Financial Recordkeeping Systems
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When you consistently waste precious time searching for important receipts and statements or reschedule valuable meetings with an adviser these actions signal that there exists an underlying problem. It might also signal that it's time for an records system upgrade.
Have you reached this point?
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The Financial Process: Part of Your "Team"
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We are frequently asked if you need a really daily money manager or financial organizer, as we are sometimes called, if you already engage other professionals in your financial matters. At Organized Instincts our work enhances the services provided by your accountant, financial advisor, legal representatives or other members of your advisory team. We work together to develop a process that manages and maintains your personal financial records history. We will help develop written procedures on managing income records; bank, credit, loan accounts histories; budgets and financial reporting.
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