FINANCIAL CONCIERGE SERVICES

                                                                              Giving You Peace Of Mind In Challenging Times

 

 

At LA Wright & Associates we understand that life has some unique challenges that need a unique response. If you are the busy professional, a senior citizen, a medically challenged or mentally challenged individual then we want to offer you our services. Maybe you are in the middle of a medical crisis and need support on a temporary basis. Whatever is happening in your life that makes it difficult to effectively manage your finances please note that we want to help and support you. We would love to assign a personal financial concierge to work one on one you to provide the following services:

 

• Bank Reconciliations

• Budget Development and Maintenance

• Cost Analysis and Bill Monitoring-review bills, plans and contracts

• Personal Financial Management- pay bills and provide a monthly report to clients and guardians

• Account Monitoring

 

The goal is to provide accountability to the client and the client’s family to ensure that the client’s finances are protected while allowing the client to maintain their independence or focus on the pressing issues of life. Put Your Finances In The Wright Hands