HOW OUR SERVICES WORK
Letting someone into your financial world is a big decision. We’ve made the process simple, transparent, and designed to give you peace of mind — from the first conversation through monthly support.
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Consultation
We learn about your parents’ situation and identify the areas causing the most stress or risk. -
90-Day Family Financial Reset
We organize everything and bring the entire financial picture into clarity. -
Choose Your Monthly Support Level
Continue with ongoing bill pay, monitoring, and professional coordination—or simply use the Reset as a standalone service. -
Consistent Communication
You receive updates, alerts, and a structured system that keeps everyone informed.
Common Questions:
Q: Do I need to give you passwords?
A: Only if needed — and we store all access securely with encrypted tools.
Q: Can you work with my attorney or CPA?
A: Absolutely. We often collaborate with professionals to ensure everything runs smoothly.
Q: Can you help my parents if I’m out of state?
A: Yes. We support families remotely across the U.S. with fully virtual DMM services.
Q: How do you protect my information?
A: We follow strict confidentiality standards, use secure systems, and are fully insured.