Our Financial Concierge works in three ways:  task, project and retainer.  Based on an hourly rate, the fee for each service will vary depending on the amount of time it will take to complete. In addition, we offer completion of the "book of family matters."

 if it's financial, it's personal

This describes the spirit of how we do business at Our Financial Concierge. And, it describes how we offer our services.  Every family is different, and every financial need is different. While our services fall into categories, the act and purpose of caring out job is customized. 

 tasks

Tasks include the simple, quick projects that generally do not require additional advisers. Examples would be: balance a checkbook, scan financial documents to save them in electronic form, proof read a business plan, set-up on line banking and bill pay services.

 projects

Projects are jobs that will require a greater time commitment and will mostly likely involve other people. Examples include: review a credit report, evaluate mortgage loan alternatives, assist to refinance a residence, choose a bank and assist in choosing a financial planner.

 retainer

Retainer describes a recurring monthly fee applicable to a specific task or "on call" needs. Typical requests include update my information on Quicken, pay bills be available for questions. Each client determines what they want to accomplish on a monthly basis.

 book of family matters

Our Financial Concierge summarizes the family's financial information with proprietary forms and assembles the information in a "novel size" binder for future reference. If requested, an electronic version is also provided. Many clients use this service for estate planning or simply organizing the "financial house."