Personal Finance + Technology Professional Help
You know you should do these things but don't have the resources or time to figure out how to get them done.
I can help you -
How To Get Help
Professional concierge level help is available and customized to your individualized needs.
Communication and/or meetings can be conducted in person within the northern Chicago suburbs or virtually via video conferencing with additional support via phone and e-mail/text.
Confidentiality and privacy are maintained at the highest level. Access to your accounts, logins, passwords, screens or other personal information remain yours and are not shared. No financial or digital products are sold.