When Your Personal Life Needs to Run Like a Business
Daily Money Management | Bill Payments | Document Organization

When Your Personal Life Needs to Run Like a Business

As the Covid-19 pandemic lingers in 2021, maintaining separation between your business and personal lives can feel like an impossible dream. There is one area where many high-net-worth individuals and busy professionals can benefit from running their personal life more like a business — cash burn rate.

A Client Story – Retired Businessman Hires Financial Concierge
Client Stories | Document Organization | Power of Attorney | Wills & Estates

A Client Story – Retired Businessman Hires Financial Concierge

John, a lifelong businessman, exclusively handled the family finances. Dealing with congestive heart failure, shortness of breath, signs of dementia, chronic pain and depression, the formerly astute businessman, was simply not feeling well and neglecting his personal or business affairs. His long-time lawyer, accountant and business partners had been noticing for a while that he…

Catching Honest Mistakes By Service Providers
Daily Money Management | Bill Payments | Document Organization | Seniors Health & Wellness

Catching Honest Mistakes By Service Providers

For aging seniors, staying on top of financial affairs becomes increasingly challenging. Tasks include diligently reviewing your accounts for errors and checking for honest mistakes, logging into online banking and accounts, and remembering to keep everything current. Learn more about seniors’ financial vulnerabilities here.

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