Who are our clients
Our clients are High net worth individuals, who have complex lives, busy professionals and athletes who travel frequently which makes it difficult to manage their personal day-to-day financial affairs.
We serve as your Personal Financial Concierge
We also provide services to executors, personal representatives, and trustees with the many tasks associated with settling an estate or managing a Trust. We provide services to include the gathering and organizing of personal records of the deceased, handling mail and bill payment on behalf of the estate or Trust.
We provide services where it best fits your needs
Our Work can be done in your home or remotely in my office.
We will have your bills sent directly to us so that you won’t even have to handle them. We will process your bills, reconcile your bank accounts, negotiate with vendors if needed, coordinate with your accountants, lawyers, etc. You will get monthly reports of the transactions that transpired during the month. When working remotely in our office we provide you reports and status via secure, shared folders and email.
In order to help you achieve and maintain exceptional financial organization, Your Money, Inc. provides the following confidential services: