Professional Services
from MBA Concierge
Daily Money Management
- Bill management and payment coordination
- Organization and maintenance of financial records
- Income tracking and deposits
- Bank and account reconciliation
- Financial reporting for clients and advisors
- Budget development and monitoring
- Insurance claims coordination
- Authorized financial oversight, as needed
Residential Management
- Routine property and grounds oversight
- Mail handling and forwarding
- Coordination with security systems and providers
- Vendor sourcing and service coordination
- Review of repair scopes and estimates
- Insurance policy oversight for proper coverage
- Maintenance contract management
- Household payroll record administration
Life Essentials Planner
- Organization of financial and legal information
- Secure management of key account access details
- Coordination of healthcare and advance directives
- Estate and will documentation organization
- End-of-life planning documentation
- Centralized Life Essentials Binder for continuity and access
We can help you get all your Life Essential information in order