AADMM does not endorse nor guarantee the services of any member listed in the "DMM Directory" section. However, all current AADMM members listed below have signed a Code of Ethics. We always encourage consumers to interview and ask for client or personal references before commencing services from a DMM. Be sure to review our list of questions to ask before hiring a DMM.
I started my business in 2004, and work in Montgomery County, MD, Northwest Washington, DC, and Arlington, VA. Most of my clients are seniors, have ADD, or are chronically disorganized. I work hands-on to help my clients set up an orderly mail system, pay bills, and file. I am also a professional organizer, so I am often called in to help get a home office under control before the bills can be found and paid. I have a Level I Certificate of Study in Chronic Disorganization, and a Level II CD Specialist Certificate, both from the Institute of Challenging Disorganization.
Graduate of: University of Maryland, BA in English George Washington University, Publication Specialist Certificate
Member of: American Association of Daily Money Managers National Association of Professional Organizers
106 E 81st Street1ANew York, New York10028United StatesworkWork Phone:212-744-0249workWork Fax:212-988-8799workfaxCell Phone:917 603 7273cellEmail:INTERNETBusiness Established: August 1, 1994Business Established - Phyllis G. Pawlovsky19940801000000Website:http://www.personalfinancialcare.com
High Net Worth Individuals and Families
People with disabilities, chronic illness, including mental illness
People in life transition - divorce, loss of spouse, newly engaged or married, new to the workforce
Seniors and Older Adults
Small Business Owners
Bill payment services for individuals and families
Bill payment services for small businesses
Financial record management
Negotiating with creditors
Medical billing issues
Fiduciary services - including POA, Trustee
Assisting family members or other professional who are named as fiduciaries
Financial coaching or counseling
Financial fraud issues
Facilitation of household payroll
Tracking donations made to non-profits and gifts made to individuals
Personal Financial Care LLC has provided financial care-taking services to seniors and busy professionals for over 20 years. Services include: bookkeeping, income/expense tracking, bill paying and problem resolution, banking, file organization, tax related activities, filing and tracking medical claims, employee and payroll matters, estate liquidation/downsizing.
The information presented here is not intended to substitute for legal, accounting, tax or other professional advice. Probate and contract law varies form state to state. All members are advised to obtain advice from professionals in his/her own state. Any information and reference materials recommended by other members should not be relied upon as being comprehensive or error free. Any legal documents shared by members should be reviewed by an attorney in the member's home state.
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