Secure Money Matters
Ruth Okin, MBA, DMM
 
Maintaining independent
lifestyles...with discretion.
 

 
  
Ruth Okin
Daily Money Manager
With over 20 years of office management experience, and a proven track record of dependability, integrity and discretion, I am eager to meet with you and help you stay on track. I have worked with small and large offices, individual families and busy executives. Let's meet for an initial, free 30 minute consultation and soon you'll be saying what my currents clients tell me - "They sleep better at night, knowing everything is under control and being taken care of."

What my clients are saying:
 
"Ruth's daily money management advice was outstanding and provided me the sense of certainty  about my financial state and options. Thus I was able to go about my day-to-day life with significantly less stress. In addition, I trust her without reservation in all aspects of managing my accounts." J.M
              
"Ruth has provided very reliable and insightful daily money management services for my mother for three years.  She quickly arranged auto billpay and change of address, overcoming many roadblocks.  She reviews and pays bills like clockwork and alerts us to discrepancies.  She researches various topics like prescription medical coverage for us, and provides excellent advice.  I highly recommend Ruth's services!" J.P.

"Ruth has been an absolute LIFE SAVER for me in handling my mom's financial affairs.  She is organized and knowledgable, but even more important to me personally is that she is impeccably trustworthy.  Add to that how calm she is while working with me (while I am freaking out!) and I feel I have been incredibly fortunate to have gotten to work with her.  I highly recommend her without any reservations whatsoever." K.K.

"As i've gotten older and developed Parkinson's, I've become very disorganized and slightly fearful when it comes to money matters.  Ruth continues to guide me with her calm, kind, grounded and practical approach. She is a real source of strength and clarity during this difficult time." S.M.

     

 
 
 
Secure Money Matters