Are you...

 

A business owner whose inability to handle paperwork is affecting your bottom line?

An individual who has a dysfunctional relationship with paper and/or money?

A busy professional/active retiree who does not have the time or inclination to handle routine financial or paperwork tasks?

A recently widowed or divorced person who is in need of transitional services?

A member of the "sandwich generation" who is having difficulty dealing effectively with their commitments to family; work and aging parents?

A senior who wishes to remain self-sufficient and is having difficulty managing their own affairs?

 

Wouldn't you like someone to...?

 

 Eliminate the "chaos" from your home/work areas?

 Give you time to do the things you love?

 Give you time to grieve the loss of your loved one?

 Remove unnecessary stress while undergoing a divorce?

 Remove the "overwhelmed" feeling of honoring diverse familial commitments?

 Maintain your independence?  Safeguard your assets?

 Become your personal advocate?

 

If so, I can help... Let me provide these services for you:

 

Handle time consuming matters

 Assist with income tax preparation process  Help with the estate process

 Create or organize filing systems

 

Communicate with Professional and Household Service Providers

 Act as a personal advocate or provide information for a client's long-term plans with professionals such as bank officers, financial advisors; accountants and attorneys

 Speak with household service providers such as contractors and home health aids in order to review orders or invoices.

 

Manage household finances

 Create budgets and place you on a financial "diet"

 Sort and review mail  Organize bills and make payments  Balance checkbooks and other financial accounts

 Examine credit card and other statements for accuracy  Track investments

 

Examine and Resolve Medical Claims

 Decipher medical insurance papers and verify proper processing of claims

 

I can make recommendations and place calls on your behalf...

 

Simplified Living, LLC has an extensive rolodex.

Check below for the types of business providers that I can provide:

 Accountants  Alternative Living Facility Referral Services  Attorneys  Concierge Services - i.e. shopping; errand services; pet care; "while your away" services, etc.

 Financial Advisors  Household Services - including blind/drapery/marble/hardwood/rug cleaning; painting/wallpapering; cleaning services, etc

 In Home Assistance Providers  Insurance Brokers  Personal Healthcare Coordination and Advocacy Services  Physical Therapists  Professional Organizers

 Real Estate Agents  Real Estate Related Services - i.e. rehab/home remodeling; staging and transitioning personnel

 Social Workers  Transportation Services

Why Choose Me?

 

"Let Me Introduce Myself, My name is Marlene Talasnik,

I am the founder of Simplified Living, LLC."

 

"I have spent 10+ years in banking industry. During that time, I was responsible for individual and departmental filing systems. When my mother was widowed at 58, I added another responsibility to my 40+ hour work weeks … my mom's financial, legal and medical helpmate! During that eleven-year period, the dual roles created stress and frustration. But, it also made me realize that there was a need for a "paid professional" to provide assistance for people such as myself. I have chosen to be that "paid professional" for anyone in need of monetary and paperwork assistance."

 

Degrees, Certifications and Memberships

 

 Bachelor’s Degree in Business Administration  Paralegal Certification in Estate Planning and Management

 American Association of Daily Money Managers (AADMM) - Active Member

 

Fees

 

 Free initial consultation

 

References/Insurance Certification

 

 Available upon request

 

Featured Articles/Newsletters

 

 Currently Available

"Woman Lives Out Her Dream"

May 2007

 

"Paperwork Made Easy"

June 2007

 

"Chutzpah"

September 2007

  

Society Hill Reporter Newsletter

November 2007

 

 

Coming Soon

 

Lipstick Wisdom Website

 

"Ask Marlene"

 

To Learn More About Simplified Living, LLC, Contact Me...

 

Marlene Talasnik, Founder

Marlene Talasnik, Founder

Simplified Living, LLC

 P.O. Box 43688  Philadelphia, PA 19106 – 3688  Phone: 215.813.3506

 E-mail: simplifiedlivingllc@verizon.net

 Website: www.simplifiedlivingllc.com