Your Personal CFO
Financial Concierge, LLC
At Financial Concierge, LLC, we act as your personal financial assistant to help manage the financial complexities in your life.
We are here to provide bespoke services with the highest level of integrity, confidentiality and attention to detail.
Our Clients
Our clients include individuals with financial organizational needs seeking personalized service that caters to those wishes.
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We work with:
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high net worth individuals and families
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owners of multiple homes
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individuals going through life transitions due to divorce, illness or death
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retirees
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executives
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entrepreneurs
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real estate investors
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busy working families
Our Services
Our personal and professional services are tailored to meet the needs of each client. Some of the services we offer are:
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cash flow monitoring and reporting / budgeting
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payment of bills
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financial coaching
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tracking charitable contributions
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organizing/setting up home/office filing systems
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working closely with tax professionals, financial advisors and attorneys
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organizing tax documents for CPA
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handling routine financial transactions
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negotiating with vendors