FAQs
Answers to some of the most common questions we receive
How do you charge for services?
Services are billed by the hour. Out of pocket expenses are billed at cost and mileage reimbursement is billed at the government rate, which allows us to continue to offer services at client homes or other necessary locations.
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 needs are being addressed.
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!