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What is a Financial Concierge?

That is a question we frequently get asked at Judith Heft & Associates. Concierge is derived from the latin root word meaning extra service. Concierge is traditionally meant as a title for a doorman, butler or a front desk person. At Judith Heft & Associates, financial concierge means that we take care of the extra, miscellaneous financial projects in addition to bill pay and bookkeeping. We provide peace of mind and give our clients a high touch approach.
We will free you from the stress and worry of managing your bills and paperwork. Over 24 years in business have helped us to identify the steps that lead you to success. Are you drowning in your own paperwork because you can’t find the time or energy to do it yourself? As a financial concierge, we will pay your bills, organize your financial documents for you and your CPA, and work closely with your tax attorney. We will handle routine financial transactions, maintain, and reconcile your credit card and bank accounts by paying and organizing your bills online.
Is household payroll giving you a headache because you are constantly trying to keep up with the changes in withholding taxes? We will act as the liaison between you and the household or professional payroll service and we will be your pain reliever.

 

Is your credit score in jeopardy because you are too busy to pay your bills on time? Did you miss a tax payment or fall behind on your mortgage or credit card payment because you were traveling? We will not only maintain the records, we will ensure timely payment of estimated taxes, property taxes, insurance premiums, credit card bills, auto registrations, mortgages, utility bills, and others. Our clients have high credit scores! Working with a personal financial concierge will keep you financially organized.

We will track your charitable contributions and make sure we have the supporting documents; we will fill out your tax organizer so you can relax on the beach in March and April.

Are you contemplating a divorce or looking to modify your existing financial agreement? We can help you come up with the numbers for your financial affidavit/statement of net worth.

Are you part of the sandwich generation trying to juggle helping your older parents with their finances as well as dealing with your own bills? Are your parents becoming more and more dependent on you for daily money management? For older adults, we will make timely bill payments, organize their financial records, manage their mail, and maintain records.

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