Organize
Your Finances & Papers

At 365 Financial Care™, we assist individuals, families, and small businesses in organizing their finances, managing their money, and making informed decisions.

You can break free from financial chaos, paperwork overwhelm, and tech-related frustration! It’s never too late to have a happy money story.

Our team has the tools and expertise to support you, providing peace of mind even in the most challenging situations. We don’t just help you navigate the financial landscape—we assist you to thrive within it.

Overwhelmed by Finances, Caregiving, Paperwork or Clutter?
We’ll Help You Get Back in Control.

Financial Services & Coaching

Help to organize, manage, and improve your finances with clarity and confidence

Paperwork Organization

Systems to organize and access key documents for convenience and emergencies

Caregiver Management

Support and coordinate caregivers to ensure consistent, quality care for your loved one

Office Organization

Design clutter-free workspaces that enhance focus, reduce stress, and streamline tasks

Please click on each category to learn more.

Hi, I'm Ruth Levy, MBA...

With an extensive leadership background in sales management, not-for-profit organizations, and academia, I discovered my true passion when my mother could no longer manage her finances after a fall. This personal experience inspired me to establish 365 Financial Care over ten years ago, where I proudly serve as a Certified Daily Money Manager.

I combine my business acumen, health and wellness experience, and U.S. Peace Corps Volunteer cultural awareness to provide a holistic and professional approach to financial services. My goal is for individuals, families, and organizations to navigate their finances and papers confidently and purposefully.

Our Specialties:

Older Adults, Surviving Spouses, and Solo Agers
Individuals responsible for handling a loved one’s financial affairs – whether by choice or circumstance
Caregiver Contracts & Management
Virtual Training Programs in Paperwork Organization
Start-Up Businesses

It’s possible to be free of financial chaos, paperwork, overwhelm and frustration!

Some of Our Satisfied Clients

“THANK YOU AGAIN AND AGAIN!”

“Dear Ruth… Just a few words to send you the payment, in appreciation of everything you are doing for me… Thank you again and again… May God bless you for good work!”

“MADE LIFE 500 TIMES EASIER!”

“Ruth has sorted through the backlog and has also helped protect from unscrupulous financial predators. Besides being very organized and tenacious and 110% trustworthy, Ruth has a fun generous spirit and even stops at the deli on the way to pick up chopped liver for him. Without Ruth’s help I don’t know what I would do. I suppose I would somehow find someone else, but she is one of a kind.”

“DO ALL YOUR CLIENTS THINK YOU’RE A GODDESS?”

“Ruth, thanks so much for everything. My accountant loved the way you set everything up. “

“Thank you for everything, week in, week out, year in, year out.”

“We’re grateful for all your kindness, your professionalism, and your friendship. You’ve served our family, and our business needs so brilliantly.“

Organize Your Finances & Papers