Money Management Checkup

Service overview

You could benefit from a Money Management Checkup if managing financial tasks feels overwhelming, takes up too much of your time, or isn't something you enjoy or excel at. Maybe you've experienced missed payments or late fees, or simply want to ensure your financial processes are efficient and secure. The Checkup can also help you decide whether you would benefit from working with a Money Concierge to simplify your financial life and free up more of your time.

The Checkup is a diagnostic review designed to provide a clear picture of your current financial organization, processes and habits. It identifies strengths, highlights areas for improvement and provides actionable recommendations for better money management.

How does it work? The Checkup begins with an initial consultation to clarify the project’s scope and your desired outcomes. Next, I gather information about your current financial organization, practices, tools and processes. After thorough review and analysis, I highlight opportunities for improvement while also recognizing effective practices and processes you already have in place.

The end result? You receive a report with personalized observations and recommendations to improve your daily money management activities. With this information in hand, you can choose to implement the recommendations on your own, or request additional assistance for a more hands-on approach.

What does it cost? The cost of a Money Management Checkup varies based on the complexity of your financial situation and the level of service you choose. After the initial consultation, I’ll provide a clear pricing structure tailored to your needs, ensuring you receive the most value for your investment.

Do you have the time and knowledge to implement best practices for yourself and your family? If not, could a little help give you more time and greater peace of mind?

Your Money Concierge. More time. Less financial stress.