Our services include the essentials of daily money management.
Quarterly financial reports and project-level reports.
Coordination with your financial advisor, attorneys, trustees, care managers, and any loved ones you designate in writing.
Professional referrals, as needed.
We believe you deserve someone working solely on your behalf. That’s why these services are standard on every client engagement:
Financial Concierge Services
As your dedicated financial concierge, we are here to simplify your financial life with our comprehensive daily money management services. We're committed to handling the details of your finances so you can focus on what truly matters to you.
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We take care of bill management, set up automatic payments, make deposits, and review your bank account and credit card transactions for anything out of the ordinary.
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Have you ever wondered how much cash you need to keep in your bank account? Our team creates a spending plan to get an overall financial picture of your household. We monitor your cash flow to ensure large upcoming expenses are covered.
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Does your family know how and where to access your accounts if you were unable? We create and maintain a financial inventory of all your accounts, assets, liabilities, and trusted parties. We securely store financial records in an organized manner, including gathering tax information for your CPA.
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We will track your recurring memberships and subscriptions, including maintaining property, health, life, disability, and liability insurance policies. Never again pay for a subscription you no longer use.
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If you reside in St. Louis, Missouri and the surrounding areas, you have the option for us to sort and organize your mail for you, keeping and securely storing important documents, shredding mail with sensitive information, and recycling the junk.
Household CFO Services
If you have a second home* and/or employ household staff, these services are designed to cover your financial bases. Includes Financial Concierge Services, plus the following:
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We will use the system of your choice to oversee your household payroll.
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Another home, another set of bills. Let us facilitate bill payment and monitoring.
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Keep your budgets separate for each home. Gain clarity on your second home’s expenses.
*Only homes based in the United States are eligible.
Bill Pay Services
We help clients who do not have the time or desire to manage their bills. We’ll help you set up automatic payments where it makes sense, then pay the rest of your bills online or, if you prefer, in person using paper checks.
“True wealth is the ability to spend your time on what you cherish”
-Ashley Wunderlich, Founder of Koradel Capital Management
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.