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Services
Life Binders
Development of a life binder including assets, passwords, pet instructions, and all other pertinent information your loved ones will need. Hard copy or electronic available.
Daily
money
management
Enjoy the benefits of having someone else worry about your day-to-day finacial affairs.
Financial Coaching
One-on-one guidance to help navigate personal finances with the goal of becoming more financially literate and confident.
Services include:
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Mail & file management
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Paying and automating monthly bills
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Banking and reconciliations
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Estate & trust accounting
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Expense tracking & budgeting
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Organization of tax documents
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Net worth reports
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Liaison between professional advisors
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Secure document delivery & storage
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Inventory assets for estate planning
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Assist executors and personal representatives
Financial Tidiness offers a complimentary, no obligation, consultation to discuss the details of daily money management, affordable pricing, and a plan that would best address your needs. Plans are uniquely tailored to each individual or family.
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