Client Services

As your personal CFO, we will work closely with other members of your financial team to ensure and maintain your financial wellbeing. Our services include:

Bill Management

We make sure all bills and household expenses are paid in a timely manner including credit cards, utilities, mortgages and/or rent payments, household staff, property taxes, tuition and any other expenses related to the operation of the household. Bills are sent directly to us and we review them and pay them.

Financial Reporting

We utilize financial software to track income and expenses and review credit cards and bank accounts for any issues or concerns.  Your accounts are reconciled regularly to ensure records are accurate. We create income and expense reports monthly to show you exactly where your money is going so you can make better decisions and communicate better information to other members of your financial team.

Working with other Professionals

We work seamlessly with other members of your financial team such as your wealth manager, attorneys, accountants, and insurance agents to ensure your financial health.  Other professionals on your financial team can make recommendations, but without an understanding of cash flow or how the daily financial matters factor in, they might be missing critical information. 

Fiduciary Services

We often work with those who have taken on the role of Trustee or Executor (Personal Representative), but who need assistance in managing the day-to-day financial matters and other tasks required for the trust or estate. There are times where we are asked to step in and act as a Power of Attorney or Trustee.  We make that determination on a case-by-case basis.