BRPS Consulting will review your financial accounts biweekly/monthly/annually, depending on the account:
- Your credit card, PayPal, Apple Pay/Google Wallet, checking, and savings account activity for large purchases, subscriptions, and unusual activity. BRPS will discuss any suspicious activity with you to ensure its validity
- Investment accounts – although BRPS Consulting cannot give you specific investment advice, if unusual activity is noticed (excess purchases and sales, an investment that is out of character for your portfolio, high expenses, etc.), BRPS Consulting will help you talk to your financial advisor about the unusual activity.
- Mortgage Account annually.
- A review of your three credit bureau reports annually
How does this look for you? Check out “It Takes a Village – Case Study 3.” This is an actual client of BRPS who is receiving this service.
