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The Financial Sort organizes your financial papers into a customized filing system based on the major areas of your life. To find a specific document, just refer to the accompanying comprehensive index. (For even easier access to account information, consider adding our Summarize℠ service.) Basic filing supplies are included. All you need to do is provide a place to store your files.
Give your financial papers a home. Find and file documents quickly and easily. Let us sort out your finances. Contact The Financial Sort today about our Organize℠ service.
- Shabana’s sincerity, caring and compassion are what make her different. It was comforting to know she was there for me for my money matters.Gail Miyahira
- Shabana helped me set up realistic goals and get on track by saving for my retirement, emergencies and vacations. Because of Shabana’s guidance, I now have a solid financial foundation.Roberta Kokx
- Shabana is an exceptional advisor. Besides being knowledgeable and hard-working, I always felt she truly cared about us as people.Kathleen Suzuki
- Shabana truly saved us financially. I honestly believe we’d be in debt right now with no savings for emergencies, retirement or college without her guidance.Glennis Ooka
- Shabana provided us with personalized and caring assistance from the first day we met her. Her attention to detail sets her apart. Trustworthy and an expert in her field, she exceeded all of our expectations.L. Bisquera
- Our years of working with Shabana were full of fond memories. She is definitely a people person with strong relationship skills.James & Suzanne Aki
- From the time of our very first meeting, both my husband and I felt at ease in discussing our financial situations. Shabana is very professional, explains things very well and is always open to any kinds of questions.James & Suzanne Aki
- We always took Shabana’s advice over the many years we worked with her. Thanks to her suggestions, at this point in time we are both retired and living comfortably.James & Suzanne Aki
- Shabana did a fantastic job in helping my husband and myself to meet our goals. She was always available, easy to talk to, honest, dependable and conscientious. She looks after her clients like family.Bonnie B.
- I am so grateful for the wonderful advice Shabana gave me over the years to make my retirement secure and comfortable.Claudia McDonald
- I had so many accounts spread out all over the place. As a busy attorney, it was difficult for me to stay on top of them. Shabana helped me consolidate my finances to make them easier to manage.Marlene Young
- Thank you Shabana, from an attorney who didn't know anything about organizing her money matters!Marlene Young
- We have found Shabana to be diligent, thorough and knowledgeable. She spent time with us setting up our goals and is committed to seeing that we achieve them.Cathy & Ed Martens
- Working with Shabana has been a rewarding experience in every sense of the word.Cathy & Ed Martens
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