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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.