Financial Concierge Services
Overview
Kristin offers personalized solutions for individuals and families that would benefit from help with managing their day-to-day personal finances. Services may be designed to support independent living for seniors or people with disabilities, or for busy professionals seeking to delegate financial tasks to a trusted professional. She can also help in times of transition, such as marriage, graduation, or a death in the family, to organize documents and develop a plan for the next phase.
Daily Money Management
For clients seeking to outsource some or all of their basic financial tasks to a trustworty and knowledgeable partner, a money management engagement offers a variety of options. Typically, this type of engagement would include a home visit once or twice monthly to gather mail and discuss any questions or changes, bill payment and recordkeeping services, and income tax compliance. Daily money management can also be set up as a remote engagement for those who are far away or who prefer not to have home visits.
Financial Care Coordination
As part of every project, Kristin will get to know your other advisors, who may include estate planning attorneys, financial and wealth management advisors, tax accountants, or other specialists. She will aim to coordinate the services and ensure that any plans developed by your specialists are reviewed and implemented across your accounts and in your daily activities. If there is a need, she can help build your team to ensure you have a comprehensive, up-to-date plan that covers all the bases.
Estate and Trust Services
Kristin is available to assist fiduciaries with their duties in estate and trust administration, including asset inventories, records management, bill payment, and financial reporting.