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Lynn F Plait

Member

Financial Order, LLC

(678) 520-6177

(678) 520-6177

http://www.finorder.com

Making Sense of Your Dollars & Cents

Our typical client is a wealthy individual or family with complex financial needs. Confidentiality, professionalism, and knowledge of the special issues that wealth brings are key!  We work the client and his/her financial team to create a system for managing the inflow of financial records, bills, and the like and then maintain that system for the client.  We are also available to organize financial data using software to provide reporting for the financial team and/or for budgeting purposes.

Education & Certifications:

• Bachelors and Masters Degrees
• Vice President at a large financial institution
• Foundations in Financial Planning

Special Clients:

• Seniors

Other Specialties:

• Financial/Bookkeeping
• Electronic Info Management

Memberships & Affiliations:

• American Association of Daily Money Managers
• NAPO
• NAPO Georgia
• NAPO Golden Circle

Special Offers / Special Events:   

Organizing Tips:

1. Use a USPS mailbox for your outgoing mail. Your home mailbox is NOT a safe place for outgoing mail.  If you must use your home mailbox, don't put up the flag.
2. Protect your identity. Do NOT use email to share personal information (social security numbers, account numbers, passwords, etc.  Email is NOT secure.
3. Keep a monthly budget. You'll be amazed at what you really spend and can make educated decisions to help you reach your short and long term financial goals.
4. Financial awareness is a privilege, not a burden!