How do you charge for services?
Services are billed by the hour. Packages are available for financial coaching clients. Monthly retainers are optional for long-term clients.
Is there a limit to the number of hours billed?
No, some clients may only need short-term budgeting assistance, while others want the full-service of ongoing support to give them peace of mind.
Can you serve as the Power of Attorney, Trustee, or Executor of my estate?
Yes. We carry insurance as a Fiduciary and will serve in these roles for our clients in need.
If I am the Power of Attorney for my parent(s), can I hire you?
Absolutely! We want to help you balance your own life and responsibilities, while making sure your loved ones are taken care of.
Do you bill for travel time?
Can you coordinate with other professionals I use?
Yes, we collaborate with your Financial Advisors and Estate Planners, CPAs, Bankers and any other professionals that are necessary to give you be best continuity of service. Our clients love the team concept!
Do you or someone you know have difficulty managing money or handling routine financial matters due to health issues, loss of loved ones, or demanding careers? We can help. Contact us today!