Personal Services Include:

  • Budgeting and Cash Flow guidance focusing on “where does my money go and how can I keep more without changing my lifestyle?”
  • Organizing tax documents and related paperwork (including preparing detailed summary schedules)
  • Bill paying, including handling incorrect bills and preparation of checks for clients to sign
  • Balancing checkbooks and maintaining organization of bank records
  • Financial Coaching and Lifestyle Concierge
  • General organization and computer assistance
  • Track Investment Portfolio Analysis and reconciliation of brokerage reports to calculate performance
  • Evaluate potential investments
  • Personal Financial Statement preparation
  • Preparing and delivering bank deposits
  • Negotiating with creditors
  • Medical Claims Assistance (Analyzing and reconciling medical insurance paperwork to actual medical billings)
  • Providing referrals to legal, tax, and investment professionals
  • Assisting with plans for moving from one’s home to a retirement or nursing facility
  • Maintaining client’s financial calendar
  • Long-term net worth and cash flow forecasts
  • Financial Affidavit Preparation Assistance
  • Fiduciary Services (Estate, Conservatorship and Trust administration)
  • Probate Court Annual Return – Preparation and Filing
  • Financial support and legal assistance to Attorneys and CPAs

Contact Kevin at 404-784-8833 or Kevin@KevinMitchellPFM.com to schedule a free, no-obligation consultation