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Our Solutions

Calculator and cash
Organized files and folders

On the Phone or Online, Our Role is Simple

We deliver order and calm to household administration.

Private Financial Companions is appreciated by folks who value financial order, simplicity, discretion, and accessible personal attention. Successful households understand that managing bill administration, subscriptions, expense organization, document coordination, and ongoing financial communications are time-consuming, stressful, and technologically bewildering.

Flexible Plans Tailored for Your Life

The Foundation

For the DIY-er

$1,800 One Time Investment

The Foundation package is a prerequisite for all Private Financial Companions (PFC) services. It is also ideal for individuals and adult children assisting parents, and families who want to create a more organized household financial framework for themselves.

Using our carefully developed PFC Household Expense Structure, we help create a clearer understanding of spending patterns and recurring obligations. When inflation bites, our expense structure makes cost reduction much more focused and less hurtful.

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Services May Include

  • Our PFC Standard Household Expense Categories
  • Up to 1,200 reviewed and organized historical transactions linked to your expense categories
  • Personalized expenditure summaries with 3 verification reports of your choosing
  • Assistance with integrating your structure into Xero Accounting software within 30 days/
    (Xero subscription required)
  • 30 days limited telephone and video support throughout the setup process
$1,800 One Time Investment

The Essential Companion

You live life. We do the work.

$495 / Month

Perfect for those having a working knowledge of household finance but who are seeking reduced stress and relief from the work and obligations of day-to-day financial administration. With “Essential” we provide ongoing assistance with routine administrative matters while preserving your ownership, approval authority and oversight.

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Answers for a financially stable household

  • What do I spend in a year?
  • What is the household’s normal monthly expenditures?
  • When times are challenging, what reductions are easiest?
  • Am I underspending or overspending?
  • What can I do with my monthly surpluses?
  • How much of my spending is subscription/recurring?
  • Confirmed approval for all PFC payments.
  • Detailed listing for all the above on request.
$495 / Month
The Foundation service is a required, one-time extra cost.

Who This Package is Designed For

Retirees

Seeking simplicity and organization.

Busy Professionals

Managing complex households.

Adult Children

Supporting aging parents.

Individuals

Seeking a trusted administrative companion.

The Select Companion

Enhanced Security and Peace of Mind

$795 / Month

The Select Companion is perfect for those having little experience or knowledge of household finance and who are fleeing the stress, work and obligations of day-to-day financial administration.

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Answers for a financially stable, robust and secure household

  • All services provided in the Essential Companions package, plus:
  • Expenditures for my top 10 categories.
  • Does seasonality affect my spending?
  • Who are my top suppliers?
  • What are my peak spending months?
  • Are my lifestyle expenditures creeping up?
  • Additional Security 
  • Do we reduce fraud by verifying new payees?
  • Does the Advisor Circle respond promptly?
  • Do abnormal transactions indicate fraud or unusual activity?
  • Are we examining cash withdrawals for vulnerability, coercion, or unrecorded spending?
  • Do repeated small transactions indicate a compromised card or account?
  • Wealth Sustainability 
  • What are the implications of my spending velocity?
  • What opportunities come after I have “enough”?
  • Does philanthropy become an option?
  • Companionship 
  • We want you to call us, and we look forward to up to two calls every week.
  • We want to stay in touch with you! Expect to hear from us once or twice a week.
  • Gather monthly with your Advisor Circle by video call.
  • Gather monthly with your Client Circle by video call.
$795 / Month
The Foundation service is a required, one-time extra cost.

The Private Companion

Your Personal Financial Overseer

Estimated $1,295/ Month

The Private Companion is our highest resource, individualized, full service offering. It is highly interactive, provides outstanding accessibility to PFC Companions and provides significant additional resources as needed. Because of its personalized design, it is only available when resources permit. The Private can be especially attractive to clients who are closed-in, remote or without family. Our video and telephone emphasis easily overcomes medical isolation and mobility challenges.

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Services May Include

  • All services provided in the Select Companions package, plus:
  • Interviews to determine the Companion or your choice.
  • Full customization of your chart of accounts
  • Weekly or by-event expense reporting. ie: weddings, home building
  • Custom printed reports
  • A second bank account, credit card and/or chart of accounts
Direct Access to Our Accessibility Pipeline

We provide a one touch monitor at no extra charge. Touch the screen for instant connection to your Companion.

Estimated $1,295/ Month

Get us Involved

When a client or loved one could benefit from structured support in
managing household finances, we’re here to help.
It all starts with a conversation.

SEND TOM STEADMAN AN EMAIL REQUEST A CALL