Services to Better Manage Your Personal Finances
I started Our Financial Concierge over three years ago but I still struggle describing the type of services we offer. "We help individuals and families deal with any thing that involves a dollar sign" get's more goofy looks than I care to admit. (The statement comes across a little pushy, too!)Oftentimes the best way to accomplish something for one person may not work with another. We are very sensitive to our clients' background, relationships, confidence, experience etc.. The mission for us is to make sure our client is better and/or more comfortable after having worked with us. The point isn't to get everyone set up on online banking. The point is to find a system or method to get a persons bills paid on time and know how much money is left over. And, the system or method isn't the same for every client.
At Our Financial Concierge, we:
Our Fees
Compensation? We are paid on an hourly basis and our rate per hour on the specific tasks. There is no charge for our initial meeting. This is when we discuss your needs and/or concerns and how Our Financial Concierge can assist you and your family.We then provide you with an estimate of the total cost and the timeframe to complete the project(s). This estimate may also include a strategy for learning and/or change.
Becci Hall, Family CFO
515.208.5706
515.208.5706
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