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How it Works

FinTech Concierge services are customized to your individualized needs.

Client meetings are conducted virtually via video conferencing with additional support available via phone, e-mail or text. In-person meetings can be arranged if deemed necessary.

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 products are sold.


FinTech Concierge Services

♦Implement a password manager               ♦Digital vault, file transfer and storage

♦Cyber-secure online accounts                   ♦Savings, investment & net worth tracking

♦Personal account list for will/trust              ♦Cyber threats-fraud-scams

♦Digital due diligence                                  ♦Secure your automated smart home

♦Manage your digital footprint                    ♦Automated transactions & transfers

♦Implement a VPN for personal use           ♦Self-service navigation & proficiency

♦Other digital technology issue                  ♦Other personal finance issue


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