Spend more time with your family

not your financials

Learn more about our services

Let us handle the details so you can focus on the big picture.


From organizing your bills to maintaining your collection of financial records Organized Instincts offers multiple services to free you from the minutiae of daily money management.

Let us plan the best way to manage your money daily

Learn more about what we offer

Our process that frees you from daily financial tasks.

STEP 1

Identify your needs

STEP 2

Recommend and review your action plan

STEP 3

Set up your systems and get organized

STEP 4

Handle your daily financial responsibilities

Meet Nanette Duffey,
PDMM

Nanette_HeadshotNew

Nanette Duffey helps busy families, traveling professionals and semi-retired individuals manage daily financial responsibilities so they can enjoy life.

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