How We Work

Establish Agreement

Includes a virtual discussion to confirm that we’re a good match for each other

We highlight our basic requirements for a well-managed financial household. You question us about what and how we work, our personalities, our obsession with accessibility. We are confident you will find us a very, very good match.

Building the Foundation

Defining the framework

With your PoA, we help set up an exclusive bank account for your expenses and arrange your automatic payments. We also review simple steps to ensure secure oversight. From there, we categorize your previous transactions to create meaningful reporting. Finally, we conduct working reviews with your Companion and your financial team.

Tinker, Tailor

90 days of making it perfect

We confirm that the expense categories are appropriate and make adjustments as needed. We review and verify that expenses are being assigned correctly, then assess and select your preferred reporting options. Overall, we tailor the system so it reflects your needs and makes it truly yours.

Day-to-Day Activity

Our highest priority, establishing an accessible relationship with you.

Remember Rob? Your Companion is your “Rob.” Learn about our backgrounds, interview us, and choose the Companion that’s right for you.

We’ll establish the protocols for you and your supportive team. Now, you can relax knowing everything and everyone is working together.