Services – Cache Coach

Financial Tech Concierge Services

You know you should do these but don't have the resources or time to figure out how to get them done.

Secure

your passwords with a Password Manager, your online accounts with 2FA & your smart home / phone apps.

Automate

monthly transactions and transfers. Track savings, debt, investments and net worth.

Manage

your digital footprint & identity. Clean-up personal & family identifiable information from public view.

Organize

your digital personal files & photos in a vault, cloud storage with automatic back-up.

Research

with digital due diligence to verify legitimate, trustworthy sources & services.

Create

a list of your accounts: banks, investments, credit cards, services for your will/trust.

Navigate

increasingly common self-service systems proficiently.

Other technology

Help with your own digital technology issue.

Other finance

Help with your own personal finance issue.

How Cache Coach Works

Each service is customized to your individualized needs.

Client communication and/or meetings can be conducted in person within the northern Chicago suburbs or virtually via video conferencing with additional support via phone, e-mail or 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.