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