Dedicated Financial Support for Seniors

I bring over 20 years of financial and administrative expertise with judicious professionalism. As Project Lead in Finance at UCAR/NCAR, Boulder, CO, I managed credit card operations for 250+ cardholders worldwide and successfully reorganized payment systems, reducing audit requirements from quarterly to once every three years, delivering significant cost savings and operational efficiencies.

My credentials include a Master's in Social Work with an emphasis in Gerontology and certification as a Colorado Notary since 2001. I specialize in comprehensive financial management, bookkeeping, estate administration, and debt resolution for seniors and their families.

Throughout my career, I've demonstrated proven success in streamlining organizational systems, coordinating high-profile projects, and executing programs that drive results. I'm known for my integrity, attention to detail, and ability to deliver customized solutions that meet individual needs.

At Organized Wealth Services LLC, I combine financial acumen with compassion helping seniors maintain independence while providing families with confidence and peace of mind. My commitment to this work is deepened by 10+ years as a Hospice volunteer, understanding firsthand the challenges senior citizens face with complex financial responsibilities.

When not serving clients, I enjoy nature activities—running, snowboarding, hiking, camping, and gardening—as well as cooking and reading.

What My Clients Are Saying!

Karen has been really terrific to work with. She noticed a significant
issue with one of my accounts and as a result saved me hundreds of dollars within the first month we worked together! She has also been a great resource when I have needed to find someone for various home repair issues. She’s very responsive when I need a quick answer and is flexible on meeting times.
I recommend her wholeheartedly.

- Laura A.W., 67

Karen has been a godsend. Unfortunately, my retirement coincided with several life challenges - and COVID! So, my paperwork - and particularly my financial paperwork - was so far behind as to be essentially useless. The combination of organizational skills and an innate sense of compassion that she possesses made Karen the perfect fit for my needs. It’s great seeing things put back on track. I look forward to continuing to work with her after the initial set up to assure I stay with my new habits.

- Richard W., Age 71

Karen is working with several of my clients now, and I am astounded by what she has accomplished for them.  Karen Mahon specializes in providing personal bookkeeping and financial management services for older adults who need support with detailed tasks like paying bills, balancing checkbooks, deciphering medical bills, and maintaining financial records. She has saved my clients thousands of dollars monthly by providing strict oversight of bills and banking. 

Amy W. Davis, Owner & Senior Advisor
Senior Placement of Colorado