Fearless Finance Concierge Service
When you want someone
to execute the “to-dos” for you
We work with clients to generate a financial plan that works for them, and many times there’s homework. If you want someone else to take care of many of the smaller tasks, or you hesitate to schedule a check-in appointment because you haven’t necessarily completed last year’s tasks, concierge service could be the right fit for you.
What Fearless Finance Concierge Service does for you
- Hands-on help to transfer accounts.
- Hands-on help to set up ways to track spending and pay off debt, if applicable.
- Quarterly task reminders.
- A real time task list that you can refer to as often as you need.
- Easier scheduling with your planner.
- Private label newsletter content.
- Implement your Dollar Cost Averaging strategy.
Who would benefit
from Concierge Service
- Clients in a life transition (e.g. divorce, job change, etc.) who have a lot of accounts to transfer.
- Clients who need more consistent task reminders.
- Clients who need easier access to their planner if there is an immediate need.
- Clients who feel overwhelmed by account organization.
- Clients implementing a Dollar Cost Averaging strategy.
Frequently asked questions
Does my planner have access to my accounts?
How do I pay for regular check-ins when I’m on the Concierge plan?
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