We oversee transaction activity and provide a monthly reconciliation of all enrolled, client-approved checking, savings and credit card accounts. (more)
We monitor and pay bills such as utilities and healthcare services. Bills are paid on time and organized records are maintained of all payments.
We work to analyze how money is being spent to set up budgets to help maintain financial stability.
We offer bank deposit services for individuals who need additional assistance.
We organize financial, legal, tax and other critical documents to ensure that they are easily accessible when needed.
We monitor accounts for fraudulent activity and irregular billing.
We act as an intermediary to pick-up and deliver important tax, legal or financial documents to professional service providers (such as a financial planner, attorney or accountant).
Bills and critical documents can be routed directly to us to ensure nothing is being misplaced.
Financial reports are provided at regular intervals to clients and/or approved family members.