Data Collection
Helping you locate and prepare important financial and legal documents.
Mommies and Money, founded by Miri Upton in 2012, strives to assist mothers and the ones they love to organize, educate and simplify many aspects of their lives. Miri’s deep love for helping others, along with her outgoing and vibrant personality, keen skills and strong work ethic has allowed her to develop this company.
A native of Bergen County, New Jersey, Miri currently resides in Mahwah with her husband and daughter. She earned her Bachelor of Arts degree in Psychology from William Paterson University. Outside of the office, Miri enjoys spending time with her family and friends, volunteering her time, reading and fine dining. In the community she volunteers with several non-profits and serves as a Director of the Mahwah Regional Chamber of Commerce.
Helping you locate and prepare important financial and legal documents.
Each client is unique. A checklist will be tailored to your individual needs.
During our session, we will organize your documents and personal information while answering any questions. These documents should be stored by you in a secure location. We will discuss and outline a plan of action. If necessary.
Looking for a Financial Advisor, Lawyer, or an Accountant? No problem! We can refer you to our trusted network of seasoned professionals.
Contact us today to schedule your session!