Frequently Asked Questions

We begin with a free, no-obligation consultation in your home or over the phone. During this meeting, we'll discuss your specific needs, answer your questions, and create a personalized plan that works for you and your family. There's no pressure—just an honest conversation about how we can help.

Once you decide to move forward, we'll gather the necessary information to manage your accounts securely. This includes:

• Setting up access to your financial accounts with your permission
• Storing all information in encrypted, secure systems
• Creating access for family members you designate
• Establishing your preferred communication methods
• One-time setup fee starting at $500 (flat rate, no surprises)

After setup, we handle your agreed-upon tasks on a regular schedule. This might include paying bills, managing insurance claims, or coordinating home maintenance. We work both in your home and remotely, whatever works best for you. You'll receive regular updates and detailed reports.

Your security is our top priority. We use encrypted third-party storage systems that meet banking-level security standards. Only authorized individuals have access to your information, and we maintain detailed records of all activities. Your family members can have access too, giving everyone peace of mind.

Our monthly fees are based on the time we spend on your needs:

• Up to 5 hours per month: $150 per hour
• Over 5 hours per month: $130 per hour
• We also offer sliding scale options to ensure our services are accessible

Both! We provide services wherever it makes the most sense. Some tasks like bill paying and insurance claims can be handled remotely, while home organization and technology setup happen in person. We'll discuss what works best for your situation.

Your satisfaction is guaranteed. If you're not completely happy with our service, we'll work with you to make it right. Our goal is your peace of mind, and we stand behind everything we do.