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