FINANCIAL, DAILY MONEY MANAGEMENT and LIFE ORGANIZING SERVICES

Life Organizing Services

• Fiduciary services such as trustee, executor, conservator, guardian, or health care proxy.
• Review Beneficiaries on all Accounts    
• Create File and Document Retention Systems
• Organize Estate Plan Documents
• Organize Digital Assets
• Review Medical/Legal Documents       
• Coaching
• Assist with Goal Planning
• Implement SwanPlans™
• Implement Time Management or Calendar Reminder Systems
• Liaison between Client, Professionals,  and Family Members   

Financial Organizing Services

• Manage personal daily money matters including bills, budgets, and records
• Create and/or update your Financial System/Plan     
• Automate Bill Pay 
• Organize Financial, Investment, and Tax Documents
• Reconcile Checking accounts and Investment statements.
• Review Financial Documents for Fraudulent Activity and/or Billing Errors
• Reconcile Bank Statements
• Set up Personal Financial Software 
• Monthly Reporting of Personal Financial Software
• Liaison between Client, Professionals, and Family Members  

We Provide Customizable One-time Organization or Ongoing Services for:

• Individuals managing money for the first time;
• Busy professionals;
• Aging or disabled clients;
• Anyone overwhelmed by ongoing financial or life planning tasks that never seem to get done.

 

SCHEDULE A FREE,NO OBLIGATION CONSULTATION