Financial Organization Packages
Managing your personal finances effectively can be a challenge at any stage of life, whether you're a busy executive, a dedicated caregiver, or a young adult just starting out. Our Financial Optimization Plans help you create an efficient financial management process that is tailored to meet your specific needs, streamlining your financial life.
Included Services.
Review three months of credit card statements and regular bills looking for signs of fraud, unused subscriptions, and other savings opportunities.
Set up autopay where it makes sense and a bill payment system for other bills.
Set up a secure, cloud-based filing system and organize important documents.
Set up a password management system, if necessary.
Customized personal financial recommendations including the need for an emergency fund.
Opt-Out of Unsolicited Offers credit card and insurance offers to help reduce identity theft risks and clutter.
Sign up on the Do Not Call Registry to prevent telemarketing calls, providing peace from unwanted calls and potential scams.
Sign up for online statements.
Young Adult Financial Set-Up
$750
Adulting is hard. While it’s tempting to put all your bills on a credit card, this could lead to poor financial habits. Let us help you get your financial life off to a great start. Plan designed for adults under age 30.
Additional Services:
Set up and train you on a financial budgeting program.
1-hour meeting to discuss establishing credit, different types of savings accounts, and answering any financial questions.
Caregiver Financial Streamlining
$2,500
Taking care of your loved one’s finances can be overwhelming, especially with all your other caregiving responsibilities. We can help you streamline the process, making it easier and more efficient to manage their finances with confidence..
Additional Services:
Financial inventory of assets and property for your loved one.
1-hour meeting to discuss and problem-solve financial concerns.
Executive Financial Optimization
$3,500
If you struggle to find the time to manage your personal finances, we can help you develop a process to efficiently take care of the bills and organize the details of your financial life.
Additional Services:
Personal statement of net worth.
Financial inventory of assets and property.
1-hour meeting to discuss and problem-solve financial concerns.
Daily Money Management Plan Discounts.
10% off remote monthly Daily Money Management Plan services.
Schedule a 20-minute introduction.
We would love the opportunity to get to know you and your situation. That’s why we offer a complimentary introduction to learn about you and discover if a daily money manager could help streamline your financial life.