We’ll get your financial ducks in a row.

Pay all of the household bills that you provide us.

Bi-weekly report of what bills were paid and what is to be paid the following two weeks.

Notify you or your advisor when the bill pay account has insufficient balance.

Set up a dedicated email address for financial and other administrative communications that is reviewed for suspicious requests and links

Update billing accounts to send bills and statements to your dedicated financial email address.

Set up paperless billing and autopay for bills where that makes sense.

Maintain a ledger of all your medical services, bills, and the associated insurance claims.

Fraud and scam deterrence.

Monitor credit reports, register for “do not call” and other similar blockers, and optionally put freezes on credit reports.

Includes access to secure document storage.

Receive your bills, financial, and tax documents through physical mail at our mailbox.

Update your vendors and financial accounts to use that address.

We will review the mail received for bills, financial records, and tax documents, which we will store in secure document storage.

Notify you when you receive mail that requires your attention.

For any bills we will schedule payment and include that in the notification of upcoming payments.

Load your income and expenses into personal finance software like Xero, Quicken, or Monarch Money.

Categorize transactions.

Reconcile accounts monthly.

Track business and work-related expenses for expense reports.

Coordinate with and compile reports and documentation for your financial advisor, tax preparer, banker, estate planner, and other professionals.

Set up a single secure source-of-record for all of your accounts, websites, and passwords.

Convert handwritten account usernames and passwords into secure account credentials with strong, unique passwords.

Migrate passwords stored on your various devices to the password manager.

Label account credentials with friendly names to help you identify the purpose of the account.

Provide instructions on how to use the password manager.

Six months of support.

Review your situation and concerns.

Uncover the emotions that influence your money.

Envision your financial future, informed by stewardship.

Plot goals to move towards your envisioned state.

Identify obstacles and plan to close the gaps.

Analyze income and expense history.

Evaluate your planned savings goals and big-ticket purchases for the upcoming 12 months.

Develop an effective budget to help you reach your goals and manage cash flows.

Reduce debt.

Check-in meetings each month to review your income and expenses compared to the budget, encourage you, and make adjustments where necessary.

Keep key financial records and important information updated and digital records available should your family, trustee, or executor need them.

Create and maintain a “What If File”.

Update beneficiaries, move assets into trust, title assets.