©2018 BY SELECT ORGANIZATIONAL SERVICES

Confidence. Relief. Assurance.

 SELECT ORGANIZATIONAL SERVICES

Providing cost-effective financial administrative services carefully tailored to your needs.  Put professional experience and efficiency to work for you, your clients, or those you love.  Serving Portland since 2013, Select Organizational Services LLC is a member of the American Association of Daily Money Managers

 

WHAT IS DAILY MONEY MANAGEMENT?

Daily Money Managers (DMMs) deliver essential financial services to a wide variety of clients including older adults, people in life transitions and busy professionals. DMMs bring clarity and order to an individual's daily management of personal bills, budgets, account reconciliation and record keeping.  Select Organizational Services also provides referrals to legal, tax and investment professionals, trust and estate administration, notary services and organization of tax materials.  Members of the American Association of Daily Money Managers are trusted professionals who abide by the AADMM Code of Ethics.

 

DAILY MONEY MANAGEMENT FOR YOU

We begin with a complimentary informational interview where you can get to know me and I can understand your needs.  Together, we determine how best to serve you. 

AVAILABLE SERVICES:

  • Bill paying, including calls to payees regarding incorrect bills and preparation of checks for client signature

  • Balancing checking accounts, review bank statements

  • Organizing documents for tax preparation 

  • Sort and review mail, including analysis of health insurance statements

  • Organize and maintain files

  • Referrals to legal, tax and investment professionals

  • Accompany client to meetings with professionals as requested

  • Trustee and Executor 

  • Assist Trustees and Executors

  • Temporary or Durable Power of Attorney

 

LISA SMITH, JD- PRINCIPAL

Lisa was raised and educated in the Midwest.  She practiced law in San Francisco for 14 years and moved to Portland 2005.  Her professional career has provided Lisa with a strong legal and financial acumen, unwavering dedication to her clients, and a steadfast commitment to fiduciary and ethical standards.

My first "client" was my mother. She always said she felt "lucky" to have my help with her financial and legal affairs as she got older.  It made me feel good to assist her in a meaningful way and to see the relief it gave her. Now, when I see relief on a client's face, I'm the one who feels lucky.

 

QUESTIONS/APPPOINTMENTS

Do you have any questions for Lisa? Please fill out the information below, or simply call Lisa at 503.484.5008.

Email:

Phone:

503.484.5008