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Monthly Fee Examples

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When working with our team, we cater our services to meet your unique needs. Therefore, the monthly cost will vary per client. Below, we’ve compiled a few examples that represent monthly fees. Self-Employed Steve South Carolina Steve is constantly looking for new and creative investment opportunities. Because he’s always busy with various business ventures, he…

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What is included with our monthly rate?

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When we provide full-service daily money management for our clients, we develop a deep understanding of their personal finances and deliver a variety of services each month. The following items are included in our flat monthly rate: Pay-On-Time: Bill Payment Service Entry & reconciliation of designated accounts Timely responses to emails and phone calls Custom…

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3 Tips to Organize Your Personal Finances

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Most of our clients have a common denominator – they are busy! As their daily money managers, our top priorities are to diminish stress and increase organization. We do this by relieving them of the burden of their day-to-day personal financial tasks. Here are some “DIY” tips for getting organized and reducing financial stress: 1.…

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Re-purposing Foregone Expenses

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A decrease in household expenses has the same effect on your pocket book as an increase in income. A good example of this is the one that Scott O’Connor used in September’s Money Tip of the Month… when your child goes off to elementary school, you now find yourself with $1,000-$2,000 per month that you’re…

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