Your Financial Organizer
Overwhelmed by mounting debt? Frustrated by late fees? Can’t get motivated to pay your bills? You can regain control of your daily finances with my help. I am a personal household financial manager and motivator working with successful people who feel inundated by bills, mail, paperwork, debt, filing and associated household tasks. Providing personalized attention and a lot of hand holding, I am "the spouse without benefits."
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Proudly serving all of Connecticut.
Your Financial Organizer
My background in personal household financial management includes project management with a heavy emphasis on finances, owner of a country French antiques store managing the financial bookkeeping and doing my own taxes including income, employment and sales taxes, and developing a strategy for managing my own household finances that is applicable to other families. In business for more than 10 years, I am a member of the American Association of Daily Money Managers that means following fiduciary and ethical standards.
Member of the CtCPC
I am member of the Northern Connecticut Advisory Board with the Connecticut Care Planning Council.
I have nothing but good things to say about Ann. I've known her for several years and I've experienced nothing other than someone with high integrity, extraordinary dependability and true kindness. If you are looking for someone to help you with your budget and home finances, you will find a gem by hiring Ann Adams. She will look under every rock to save you money and keep you focused on your spending habits. The investment does not compare to the return. You will save money even after her fee, not to mention the reduction of stress of not having to handle your finances yourself. There has never been an instance where she was not on top of it all. She provides me with monthly cash flow sheets, guides me throughout the month and pulls info whenever I need it. She is great with spreadsheets and follow up. I can't say how important that is to me. I highly recommend Ann for anyone struggling with their finances. You will be delighted with the results.
It is my pleasure to provide this testimonial for Ann Adams – personal finance manager. Ann is one of the most organized, budget minded people we know which serve to make her a great help to anyone whom is not so organized and budget conscience. Our family returned from a year of living abroad and we dreaded having to face all the monthly bills again. We also found that our financial receipts and records were literally spilling out of baskets. Ann offered to help us sort through and simplify our financial tasks. She immediately helped us organize what was important and shred the stacks of papers that we really didn’t need. Ann provided several examples of how to set up a file system that wouldn’t be too difficult to maintain. Best of all, she showed us how to eliminate many of our bills by setting up automatic withdraws through our online banking system. It is such a relief to know that we can focus on our family when we get home instead of withdrawing to a desk to write the same mon thly checks over and over. We felt that with her experienced eye, Ann quickly saw what we would be able to maintain and rather than simply taking over all our finances, she helped us regain control.
It's our pleasure to do business with you; you are so careful and conscientious, and you have managed to make your connection to all of us personal while being the consummate professional - nice trick! Let me know if you ever want a recommendation for anything (-:
About the NCPC
The National Care Planning Council and its affiliated members are dedicated to helping families recognize the need for long term care planning and to helping implement that planning. Integrity, honesty, and a genuine concern for those who are in need of (or may need) long term care are at the heart of our services.