Services

Gather and summarize all client financial resources and obligations to provide a complete financial picture
Sort through client's current backlog of mail or other records.
Identify and resolve any outstanding actions, then file or dispose of sorted mail as appropriate.
Establish processes for organization and filing of incoming mail, bills, medical records and insurance and other tax or financial documents

Set up automated electronic payment processes for regularly recurring bills.
Pay non-recurring bills either electronically from client's online banking application or by manual check written for client signture.
Track all payments in our financial software to facilitate montlhy review and oversight
Complete monthly account reconciliations to identify any unknown transactions, discrepancies or errors
Provide monthly reports to client, (account balances, spending trends, cash flow and detailed listing of bills paid).

Establish system for maintaining tax records
Prepare tax deduction report from client expenses
Gather all other necessary tax documents
Provide an organized folder of tax records to client's tax preparer (e.g., CPA, Accountant or other tax service)

Document existence and location of estate planning documents and other related information
Provide estate support post-death.
Liaison with professional partners such as financial planners or advisors, accountants, tax preparers or attorneys