407-858-9091

Are your papers in total chaos?
Can't find paperwork when you need it?
​Bills late with expensive fees?

Work with a
Certified Professional Organizer® 
​and stop the frustration!
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Happy Home will: 

• Work with you and teach you how to sort, find, and organize your important paperwork and documents
• Create a file system for your paperwork
• Create a directory listing your important contacts, and the details of your finances and assets, property ownership, insurance, wills and trusts, and more
• Help you maintain your financial records and important documents for you and your home
• Sort and review mail for processing
• Assist you with bill-pay activities by preparing checks for signature
• Find and organize paperwork for taxes

Who can benefit?

• Adults, students, seniors -  Anyone facing the challenges of organizing paperwork 
• Individuals needing assistance with bill-paying and record keeping
• Seniors needing assistance with daily financial activities
• Families who need a third party to help aging parents organize and maintain important documents and daily financial activities

What are the benefits?

• Have confidence in knowing paperwork is where it should be
• Know where your money is spent and that bills are paid
• Reduce stress for you and your family
• Reduce the amount of money wasted on interest and bank fees due to late payments
• Lower tax costs by being organized for your tax preparer
• Know you have confidential assistance with all sorts of papers
• Make space for yourself!

Read My Story

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Great Transitions​®

At Great Transitions®, we developed a solution to assist the Senior community and their families with their real estate needs and a system to guide them through the transition, mitigating these challenges along the way.  Free seminars and senior resources to make your transition as smooth as possible.  www.gtflorida.com

Flourish In Place

Flourish in Place is a licensed home health “private duty” agency offering non-medical supportive care for seniors and others in their chosen home environment.

Most people prefer to stay as independent as possible and “age in place.” We offer home care solutions designed to help people not just age in place, but flourish with dignity!
www.FlourishInPlace.com

A Place For Mom

Helpful resources for seniors and caregivers in greater Orlando area, including assisted living facilities, memory care communities, a Senior Living Cost Index, other professionals who help seniors, and more.

​www.aplaceformom.com/orlando-senior-living-resources

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How long and why should I keep my paperwork?  

IRS Publication on Record Keeping for Individuals.

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"Jane, Thank you so much for helping me to get my tax info organized.   The time I have to spend with my CPA has been reduced from about three hours to less than an hour over the past few years.  The time saved is money in the bank."   
​D.L.

"Jane is my guardian angel!  She helps me with sorting, filing, writing, delivering and about anything I need help with.  The job is never too big for her!"  
​DKJ

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Your inquiries are very important to us.  We want you to have the information you need to make good choices and we won't share your information.   Your inquiries are free and confidential!  ​

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