Do you have any questions? 4 likes. Dear Valued Clients and Friends, In this edition of The Financierge, we discuss our holistic and comprehensive Financial Concierge Services and provide eight perspectives from previous editions. Our financial concierge services act as your personal financial assistant, managing and helping to streamline the financial complexity in your life. How We Help . Learn More. Examples of the kinds of services that a Financial Concierge™ provides include: bill payments; cheque writing; bank account and credit card reconciliations; submitting health, dental and … ... personal valuables, and personal liability exposures. Our goal is to establish long-term relationships of mutual trust and confidentiality with our clients. Whether for an executive too busy to maintain personal finances, a widow or widower, high net-worth individual or family, etc. Financial Concierge Solutions representatives are not licensed in the areas of investments, certain insurances or … Financial Concierge helps small businesses and non-profit organizations track income and expenses and create profit plans making sure you always have cash on hand when you need it. Since it's a service-based business rather than a product-based one that calls for inventory, starting a personal concierge business doesn't require a large financial … Constance Craig-Mason is the CEO and Visionary of Concierge Financial Group & Concierge Financial Group Agency. Personal Financial Services. At Financial Concierge, LLC, we act as your personal financial assistant to help manage the financial complexities in your life. take care of YOUR money TODAY AND it WILL take care of YOU TOMORROW. We offer an initial complementary assessment to understand your financial needs, then use the information you provide to create a recommended schedule and fee structure. The Money Concierge… About Financial Concierge . Personal Financial Concierge - Desmond Leong. However, personal assistants typically work for one company, serving a single executive or perhaps is shared by several executives. What are the benefits of having a personal financial concierge? ABOUT. Working as a personal concierge is much like working as a personal assistant. © 2019 Andrew Hill Investment Advisors All Rights Reserved. PHILADELPHIA--(BUSINESS WIRE)--Apr 30, 2018--Barbara B. Hill, Personal Financial Concierge ( www.pfc.solutions) today announced the launch of new service offerings providing individuals a “financial personal assistant’ to simplify every day and complex financial matters ranging from basic financial … A true “financial concierge” takes care of whatever personal financial planning services that a client may need, going above and beyond traditional financial planning. Peak Performer™ Concierge Services, LLC will be involved in business concierge services such as arranging travel, tours and hotel reservation, arranging for spa services, shopping (conducting grocery and personal shopping), providing courier functions, providing small event and party planning, providing home management … A recent…, Financial fraud is the fastest growing form of elder abuse. In our podcast, we talk with David Bahnsen about our Financial Concierge Services and the value it provides clients. Personal Financial Coaching. Sitting by your side in meetings with your Accountant or Attorney. Imagine you're checking into a hotel in an unfamiliar city and you want to find a good place for dinner. Example of clients who use a personal financial concierge: Those recently retired who wish to focus energy on other pursuits. A personal CFO is an insured and trusted advisor who brings order and clarity to your. To help you regain order and structure, a personal financial concierge can assist with family budgeting, managing medical bills, and mastering home accounting software. David is … Personal Financial Concierge - Desmond Leong. STAMFORD, Conn. (Oct. 7, 2020) – Judith Heft & Associates, a boutique financial concierge serving high-net-worth individuals locally and nationwide, is expanding its scope of specialty services with the launch of a “Lifestyle Concierge” division. "The man for your financial plan." Focus areas include: • Credit Card and Banking Fees • Investment Account Expenses Your financial concierge service plan will address all aspects of your needs, from basic financial housekeeping to complex financial projects. If don’t have time or have been putting off your finances for too long and can no longer afford to, let us manage your finances so you can spend times on things you’re really passionate about. She is also a passionate International Speaker, award-winning Insurance Broker, dedicated Financial Wellness Coach, Amazon Best Selling Author and former Small Business Consultant. If you're an aging person or family member, call us today learn how we can help with fraud protection, bill payments, document management and much more. Feel free to ask. Financial Concierge, LLC. A Financial Concierge™ is a daily money manager who provides assistance to clients with managing their personal financial matters. As a personal concierge, you'll work as an independent contractor, … personal financial coaching. our concierge services are designed to provide you with the expertise to organize your financial life and bring you peace of mind. Financial concierge services are not the same as financial planning. Godsend Concierge Service Financial Plan The following sections will outline the important financial assumptions, key financial indictors, break-even analysis, profit and loss, cash flow, and balance sheet. Personal Financial Care, LLC. Your Personal Financial Concierge. What are the benefits of having a personal financial concierge? Also, when working with our senior-aged clients, Financial Concierge Services strives to keep the senior feeling in control of their money and assets. Over time, we found the expertise and style … The goal of Financial Concierge Services is to simplify and coordinate the life of our clients when it comes to managing their daily finances. "The man for your financial plan." We are here to provide bespoke services with the highest level of integrity, confidentiality and attention to detail. The company has its headquarters in New York City, NY, but it has a universal reach as the automated financial concierge comes … Welcome. Learn More. How much will hiring a personal financial concierge cost? As our firm continues to grow, Andy and I are visiting with more and more clients who own some form of an annuity contract. Our services are structured to meet your individual needs and budget. Financial Concierge Service The term “concierge” is derived from Latin root words meaning “extra service.” A traditional concierge is a doorman or front desk person in a hotel or apartment building who takes care of whatever miscellaneous personal services a guest or tenant may need, within reason. 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