FAQs

Each client has unique needs, and our services are fully customizable. As such, the cost will depend on the complexity and duration of service. We charge a market-competitive hourly fee to ensure you are paying only for the time we actually spend supporting you. There is no minimum time requirement, and you pay nothing for the initial telephone and in-person discovery meeting. The hourly rate will be provided during the initial discovery call.

As members of the American Association of Daily Money Managers, we abide by a strict Code of Ethics and submit to a comprehensive biennial background check administered by ClearStar, the results of which are available upon request. We understand your hesitation in sharing personal information. Our relationship is built on trust, transparency, and communication. The initial calls and meetings serve as interviews to ensure a good fit. Some clients start slowly, entrusting sensitive tasks over time. We will handle as much or as little to suit your comfort level.

We use biometrics to secure all of our devices and business-grade encryption software to secure all files. Sensitive physical documents stored in our office are kept in a locked, fire-proof vault. All online login data is kept secured in an encrypted password management system. We stay abreast of the latest technological advancements in data and device security to ensure we are maximizing your protection. We carry a robust Professional Liability and Cyber Insurance policy, a copy of which will be provided with your contract.

If you decide to move forward after the initial telephone conversation and in-person meeting, we will each sign the Engagement Agreement and then set a date for the initial consultation. This first meeting, focused on collecting information to execute previously identified priorities, usually lasts a few hours. Typically, we begin with optimizing your online login security and organization. The frequency and location of the work is very individualized. For some clients most of the work will be done remotely from our office, while for others regular in-home service is required. For example, some clients need in-home mail sorting and bill pay, while others require services that can be accessed completely remotely online. Every client’s needs, access and comfort level is different, and the process will be customized to suit you.

Absolutely. We aim to help people feel confident and comfortable knowing their day-to-day financial tasks are properly handled. It can be difficult and stressful for adult children to take on this responsibility for aging parents. We support your loved one through this stage with care and respect, acting as a trusted advocate as their needs change. Although we don’t provide medical or personal care or fiduciary services, we can connect you with trusted professionals who do. We also stay up to date on scams targeting seniors to help protect and educate you and your family.

We have an intense curiosity and passion for people. We believe every person has a unique and important story, and it’s one worthy of respect and attention. We can combine high-level strategic planning and highly detailed execution to bring organization and process to your life. We have a unique aptitude for utilizing technology to streamline processes, resulting in savings to our clients in both time and money. Our experience in the Medicare/Nursing Home space uniquely posits us to assist clients with medical bills and insurance selection. Nearly a decade of experience supporting small international businesses allows us to also offer this service to our clients.

Think of us as the administrative workhorse that brings order to everyday tasks such as making sure all of your bills are paid, eliminating unnecessary junk mail, ensuring all your online passwords are organized and secure, reviewing medical bills prior to payment, developing a budget and monitoring expenses, etc. We also work very closely with your trusted advisors. We can organize all your tax documents, track tax-related income and expenses, and produce reports for your accountant to ensure you are capturing all opportunities to mitigate tax liability. We can work with your financial advisor to ensure they have all of the information they need to implement and execute a sound investment and planning strategy.

We are not licensed CPAs and therefore we do not provide specific tax advice, nor are we licensed financial advisors, so we do not provide specific investment strategy or planning services.