Personal Financial Services

Practical Financial Support for Busy Lives

This service is designed for high-net-worth individuals, busy professionals, and elderly clients who prefer not to burden family members or staff with day-to-day financial responsibilities. We focus on execution—not financial advice—ensuring your financial tasks are handled with accuracy, discretion, and care.

Whether you want to maintain control, get occasional guidance, or completely offload your financial management, we offer flexible solutions to meet your needs. These services can also be integrated with estate planning efforts, family trusts, and multi-generational wealth structures.

DIY Financial Toolkit: $300 Flat Fee
Includes a one-hour consultation

We provide the essential tools and structure to help you manage your personal finances with confidence. Perfect for those who want to handle things themselves, but with a clear plan in place.

Guided Financial Plan: $500–$1,000 Monthly
Includes a one-hour monthly meeting

You stay in control—we support you with tools, reviews, and periodic check-ins to help you stay on track. Ideal for clients who want accountability and strategic execution without handing everything off.

Concierge Package / Family Office: Custom Pricing Based on Scope

We take care of the details so you don’t have to. This all-inclusive service supports individuals and families with tailored financial management solutions. 

Our concierge approach can include:

• Budgeting and bill payment 
• Bank and credit card reconciliation 
• Fraud monitoring 
• Charitable contribution tracking 
• Payroll setup for household staff 
• Organization of tax documents and coordination with your CPA 
• Document storage and digital vault setup 
• Vendor management and recurring payment scheduling 
• Support with trust distributions and estate-related tasks 
• Multi-property financial tracking 
• Liaison with attorneys, wealth managers, and advisors 
• Annual net worth summaries 
• Planning support for major life events
   

This package is ideal for those seeking privacy, simplicity, and peace of mind—knowing every financial detail is covered.

Let’s schedule a conversation to explore the right level of support for you.