Services 2018-02-21T20:26:52+00:00

Professional Services

from MBA Concierge

Daily Money Management

  • Paying bills
  • Organizing and maintaining files and records
  • Depositing funds/income
  • Reconciling bank statements
  • Preparing financial statements for client and/or advisor
  • Preparing budgets
  • Filing medical insurance claims
  • Acting as limited or blanket power of Attorney according to needs

Residential Management

  • Checking house weekly, supervising/overseeing house and grounds
  • Receiving and forwarding mail
  • Being listed on “first called” on security alarm systems
  • Reviewing sources for regular house repairs and services
  • Reviewing house repair/services estimates
  • Reviewing all insurance policies to insure proper coverage
  • Checking maintenance contracts
  • Maintaining domestic payroll records

Life Essentials Planner

  • Do you have all your Financial Information in order?
  • Do you have all your usernames & passwords in order?
  • Do you have Life Care plans set up?
  • Do you have your Advance Medical Directive?
  • Do you have your Will in order?
  • Do you have your Funeral Arrangements in order?

We can help you get all your Life Essential information in order