Services

Bill payment services for individuals and families

1. Process bills by or before due date

2. Watch for out of the ordinary charges

3. Input or download all activity from bank accounts and credit cards

4. Reconcile bank accounts

5. Provide customized reporting by due date

Spending Analysis

1. Review spending over the past 6-12 months

2. Categorize transactions

3. Evaluate for trends

Administrative Services

Assist with a variety of administrative services, such as:

1. Retitling assets not handled by an Advisor

2. Change services with providers (e.g. Cable, Sirius, etc.)

3. Change address after a move

4. Clean up errors on credit reports