The In-Home Financial Service Is To Help My Clients Achieve Financial Organization


In-home visits are booked at a conveniently scheduled time on a weekly basis, or as required by each individual client. There is no need to be at home for appointments.
Clients are seen on the same day and time every week to maintain consistency and peace of mind.
Communicate and liaise effectively with your investment counselors, financial advisors, accountants and lawyers when necessary.
Bill payments are completely taken care of including opening mail, filing, classifying and recording all payments.
All documents for income taxes are organized and all Government remittances are paid.
Meet with my clients and their accountant at tax time to simplify the process.
Review and assess monthly cash flows and investment statements.
Manage cash transfers by liaising with my client’s money managers so that my clients are never short of funds in their bank accounts.
Organize my client’s in-home office so they can easily access all files and have a clutter-free desk.
Late fees or missing payment deadlines are avoided.
Focus my trained and precise organizational skills on each of my client’s unique needs.
Reduce stress and free up time for my clients to enjoy other activities.

“I have used Janet Shiner's In-Home Financial Service for over ten years.   She comes in reliably every week, opens all my mail, pays my bills, manages my monthly cash flow, and liaises and co-ordinates with all of the financial professionals that I work with. She is scrupulous with detail and extremely pleasant on top of everything. She does a superb job on a job I hate to do. Now, I don't have to worry about a thing in that area...she even caught a huge mistake that the credit card company made and saved me a lot of money! I quite simply would not be able to manage my financial life without her.”

Current In-Home Financial Services Client



 

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