Skip to content
A piece of paper filled with graphs. A hand holding a pen is pointing to one graph.

What is included with our monthly rate?

November 28, 2022

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 monthly reporting of account balances, income & expenses, and historical cash flow comparisons
  • Additional Quicken reports upon request
  • 12 organized monthly folders per year
  • Semi-annual review via Zoom
  • Year-end reports to assist with tax return preparation
  • Communication with tax and financial advisers on your behalf

Click here to learn more about how our process works and can benefit you.