Let's work together
Our services will be tailored to best suit each client’s needs, allowing our clients to maintain their independence while having time for the things in life that are most important.
What happens first?
Below are the first steps towards financial control
STEP 1
Initial Meeting
Checks & Balances for You offers a free hour-long consultation with the client needing services. During this meeting, we review the client’s needs and the services we can provide to address those needs.
STEP 2
Proposal/Letter of Engagement
From the information gathered, Checks & Balances for You will develop a proposal that clearly states: ongoing and any optional services available on request; fees for our services and billing arrangements; and information, documents, and authorizations we need from the client. The client’s signature on the Letter of Engagement initiates the services.
STEP 3
REVIEW
Most of our services are provided electronically. We can schedule Zoom meetings or in-person meetings as needed. We can arrange to pick up documents, send them to our post office box, or provide access to a secure, shared file server for upload. Our services will be tailored to best suit each client’s needs, allowing our clients to have time for the things in life that are most important.
STEP 4
Start Enjoying control of your money
Taking control of your money can be empowering and can help you achieve your financial goals.
