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What we do
Set up autopay for all your bills
Manually pay any personal and house bills that are unable to be set up on autopay.
Manually pay any personal and house bills that are unable to be set up on autopay.
We will set up all house utility, maintenance, service & tax expense payments on auto pay using clients credit card or ACH of their choosing.
Manually pay any personal and house bills that are unable to be set up on autopay.
Manually pay any personal and house bills that are unable to be set up on autopay.
Manually pay any personal and house bills that are unable to be set up on autopay.
For any house utility, maintenance, service & tax bill not able to be set up on autopay, we will pay via client's credit card or checking account (ACH).
Review all credit cards statements with you once per month
Manually pay any personal and house bills that are unable to be set up on autopay.
Review all credit cards statements with you once per month
Once per month we will review all of your credit card statements to confirm that all charges are accurate. Upon your final approval we will pay them via ACH unless you want them set up on auto pay.
Keep track of all your usernames and passwords
Keep track of all your usernames and passwords
Review all credit cards statements with you once per month
We will keep track of all your usernames and passwords for both your personal and house accounts. Your sensitive information is secured and encrypted in the cloud.
Store all your documents online
Keep track of all your usernames and passwords
Store all your documents online
We will scan in your personal documents into our data storage service provider and organize the digital files for ease of finding. After scanning all documents will be shredded.
Document shredding
Keep track of all your usernames and passwords
Store all your documents online
All documents that do not have to be physically stored will be shredded.
Loss of spouse/family member organizational services
Loss of spouse/family member organizational services
Loss of spouse/family member organizational services
Let us sort through and organize your loved ones personal and financial documents following the loss of your spouse or family member.