Our service packages are designed for families, singles, seniors, and businesses looking to streamline their financial organization needs through trusted professionals. These packages were created based on frequent services requested from many of our clients as well as some new options such as The New Adult. Each package has a set number of hours and fixed price assigned, ideally to be used over a one month time frame. The pricing provides a minor discount versus the normal hourly rate for the hours specified.
The packages offer an easy way to dip your toe in the water if you are just getting started as well a unique gift option for a recent graduate (The New Adult), newlyweds, new homeowners or parents (Financial Organization and Budgeting) or anyone in need of some financial organization.
Please see below for more details and contact us if you have any questions.