Evelyn Bauer provides daily money management and personal financial organization services, in the NY and NJ area. Through her company, newleaf, Evelyn's goal is to meet each client's individual needs in managing their day-to-day financial affairs, and to provide personal service in the highest ethical manner.
These are some of the responsibilities newleaf can manage:
• bill paying
• ascertaining legitimacy of bills to be paid
• reconciling bank statements
• banking–transferring funds, making deposits
• ensuring appropriate funds are available
• filing medical insurance claims
• organizing files
• organizing tax materials
• tracking budgets and investments
Evelyn is a member of the Bergen chapter of NJAWBO and a member of the American Association of Daily Money Managers.