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Karen Leff

 

Member profile details

Membership level
Regular Membership
First name
Karen
Last name
Leff
Phone
404-226-3292
 

Member Application

Business Name
Leff Organizing, LLC
Establishment Date
2019
National Board Member
  • No
Accepting New Clients
  • Yes
Services Offered
  • Bill Payment for ind/fam
  • Bill Payment for small business
  • Financial record management
  • Budgeting
  • Working with fiduciaries
  • Financial coaching
Expertise Working With
  • Adult Children
  • Busy Professionals
  • High Net Worth Individuals & families
  • People in life transition
  • Seniors and Older Adults
  • Small Business Owners
  • Fiduciary
Works Remotely
  • No
Business Info
Leff Organizing will work with you and your financial and legal professionals to get your financial life organized and working for you. We create a system that works for you. Leff Organizing works with small business owners, busy professionals, families, seniors, disabled individuals, or anyone looking for assistance to get their financial life in order.
We offer:
-budgeting
-bill pay and spending analysis
- tax document organizing
- assistance in estate and trust management
-assistance following life-changing events like death, divorce or disability
We’ll create systems for managing your mail flow, passwords, paper and electronic files. Leff Organizing has been serving Metro Atlanta residents since 2007.

Karen is President, Regional Director and former professional development director for AADMM Atlanta Chapter.
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Service Areas
  • Atlanta/Buckhead/Midtown
  • Dekalb County
  • Fulton County - North
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