These financial alignment services are geared to the needs of a senior population.
This list is not all-inclusive, as there may be services you the client want, that BRPS Consulting has not thought of. If you do not see the service you are seeking, please contact me, let’s talk, first consultation is free to assess your needs and see how BRPS Consulting can help you.
- Important document location and organization
- Estate planning
- Annual review of estate planning documents*
- Will
- Health Care Proxy
- Power of Attorney
- Insurance / Beneficiary review
- Executor services
- Spending plan development, implementation and monitoring
- What does this look like, see “It Takes a Village – Case Study 2“
- Bill paying
- Medical bill reconciliation
- Monitoring of financial accounts for suspicious activity
- Credit card accounts
- Bank accounts
- Investment accounts
- PayPal accounts
- Apple pay accounts
- Credit reports
- Annual savings review – finding opportunities to save money
- Annual tax return
- Gift compliance
- Required minimum distribution compliance
- Assistance with annual health insurance enrollment*
- Assistance with privacy settings on social media and other on-line accounts
- Assistance with small electronic device issues that might arise due to virus, malware etc.
*For services that BRPS Consulting is not licensed to perform, we have developed a network of professionals that can help you or we can work with your already established professionals.