Personal Finance + Technology Concierge Services
- Learn how to verify legitimate, trustworthy online resources for virtually anything.
- Research home contractors and services before you sign the contract or set-up service.
- Determine how to manage and control your digital footprint & identity.
- Integrate a password manager to ensure unique, strong passwords.
- Enable two/multi-factor or other type of authentication for better account security.
- Implement a VPN for personal use to protect your money, identity & assets.
- Secure your automated smart home.
- Leverage technology for efficiency and real-time financial decision-making.
- Set-up digital financial tracking & automated investment transfers.
- Stay current on the ever-changing cyber threats, scams & fraud.
- Become self-service proficient knowing how to navigate any online system.
- Understand and know what you are paying for - Internet, Streaming, Wireless Phone and other online services.
- Learn how to navigate the online customer service Chatbot.