Busy professionals, business owners, active retirees, and frequent travelers

Busy professionals, business owners and active retirees may be perfectly capable of managing the details of their financial lives - but that doesn't necessarily mean it's the best use of their time. Bills, accounts, records, paperwork and financial decisions all require attention and follow-up.

For some individuals and families, the challenge is greater. Multiple accounts, properties, insurance policies, service providers and professional advisors can create a financial life with many moving parts. Even when an accountant, financial advisor and attorney are already in place, someone still needs to keep track of the details and make sure things get done.

Frequent travel can make these responsibilities even more difficult. Financial obligations don't stop simply because you're away from home.

As a money concierge, I will take responsibility for the ongoing financial tasks you would rather not manage yourself. That may include paying and monitoring bills, reconciling and monitoring accounts, tracking spending and cash flow, reviewing recurring expenses, organizing financial records, researching financial choices, and coordinating financial information and action items with your other professional advisors.

The result? Less time spent managing financial details and more time for your business, travel, family, interests - or however you choose to spend it.