Putting your financial house in order—to lead a richer life.

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, LLC 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

Learn more about our process

Meet Nanette Duffey,

CDMM

Nanette_HeadshotNew

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

Learn more about Nanette

Sign up for our newsletter

We send out our newsletter when we have insightful, new information to share with our subscribers. Our newsletter is filled with carefully curated content and concepts that speak to your needs and issues. Inside each edition you will find:

“Education” – We’ll help you uncover new skills and tools that help tackle your financial tasks.

“News” – Changes in personal finance that that impact your life and loved ones.

“Offers” – Special offer that we think are exceptional and valuable to our subscribers. ‘Cause who does want to save a few dollars?

Our Simplicity Pledge: We promise to never assault your inbox with too many messages. We also promise to never rent, sell or distribute your email address.