Would you like to help your clients get organized without lifting a finger or your wallet?

Are you looking for a way to add unique value and stand out from the crowd?

We offer Presentations to all groups, large and small, whether it's a church group, PTA or friends around the living room.

Tax Preparers, Financial Planners, Mortgage Brokers, Insurance Agents, and Attorneys all benefit when their clients are organized. Offer a free workshop to your clients:

 The M.O.N.E.Y. Series -

Making Organizing Nice and Easy for You.

• The ART of Filing - Separating the Jewels from the Junk. To paraphrase the Supreme Court - I don't know the definition of junk mail, but I know it when I see it - Learn the three rules of organizing all the paper that comes into your home or home office.

• Filing 101 - It's Gotta Be Here Someplace.  Turn your filing system into a retrieval system you can actually use -  Learn how to eliminate the accumulation of paper and never clean out your files again.

• Estate Organizing - The Tea Cup Solution. Disaster preparedness for your family - Learn how to organize your legal and financial documents.

Each presentation is 30 minutes and can be adapted to your audience, whether it's a group of moms or tax advisors.

Call SOS right now to arrange a presentation with your friends or your organization.

 There is never an obligation to purchase any products or services. 

  Call SOS Financial Organizers at 949-679-4033