Services

$250.00

Managing your passwords is a foundational activity to cleaning up your digital life! We help you set up a secure password vault that:

Remembers your User IDs and Passwords to assist you when logging into online accounts. The same software can be accessed from all your devices.
Keeps credit card data handy so you don’t enter it manually
Organizes online login data for easy reference.

We use 1Password software to house all your confidential credentials in its top-tier encrypted digital repository. Purchase of 1Password software is separate and required to implement this service. https://1password.com/

In addition to the 1-hour orientation, you will receive 4 hours of personal consulting time to help you get this set up and receive training on how to use it. We guide you through the setup process on two devices and help you understand how to use it.

Additional personal consultation hours can be added as needed.

IMPORTANT: You do not need to share any passwords with The Asset Organizer to accomplish this effort.

Financial Harmony Consulting Package

$250.00

Transform your financial management with our comprehensive consulting package that integrates all your financial assets into a single, seamless view in Monarch Money (Purchased Separately).

Assessment of your personal situation.
Comprehensive setup of top financial software to organize your assets.
Easy access to all your financial data in a single intuitive dashboard.
Expert guidance to ensure you maximize the software's capabilities.

Take control of your financial future with ease and confidence. Our consulting service simplifies your financial management, ensuring you can focus on what truly matters.

We help you set up our favorite financial software. This provides a single dashboard view of all your financial assets. No need to log into individual accounts to check balances or see transaction history, and view every account in one place.

Bank Accounts
Credit Card Accounts
Investment Accounts
Digital Wallets
Retirement Accounts
Other Assets

This package includes an hour assessment plus 4 hours of personalized consulting to help set up your financial tracking. Additional Hours can be added as needed.

This package helps create your Asset Organizer portfolio.

Work With Us

Services we offer

Experience unparalleled guidance with our bespoke consulting services, where expertise meets innovation to elevate your business to new heights. Discover the distinction that arises from meticulous attention to detail and an unwavering commitment to excellence.