Hate paying bills? Tired of paying late fee charges? Too much to do and not enough time to do everything? Want to eliminate one more of life's hassles? If so, we can manage your personal finances.
HOW THIS SERVICE WORKS
Financial material is exchanged twice a month to ensure that obligations are paid on a timely basis. Semimonthly Payment Reports identify upcoming financial obligations, payment due dates, amounts due (including both the minimum and total amount if it is an installment obligation), and checking account balances. Before payment of a financial obligation, we verify that the amount is correct and rectify any discrepancies. Once your approval is given for which bills to pay and the amount of payment, checks are printed for your signature. They are delivered on the next designated exchange date. If you prefer, we can arrange for bills to be sent directly to us. Either way, the bills are attached to their accompanying check for your perusal. Quicken files and the financial material are exchanged by overnight delivery or by messenger for those located in New York. Therefore, locale is not an important factor. Since personal finances are a private matter, discretion and data security are of the utmost importance to us.
Charges are based on the time spent paying your bills. The fee is $60 an hour, billed in quarter hour segments. To sign up for this service or for more information, please contact us. Or click here to be contacted.
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