Busy professionals
You are great at what you do and you love it! You pour all of your time and energy into building your career or growing your business and living your life. The last thing you want to do is deal with the time-consuming tasks of daily money management.
Your Personal CFO will streamline and simplify your day-to-day financial matters and handle those tasks you’d prefer not to do. Premier Lifestyle Services can pay your bills and reconcile your accounts, communicate with your accountant, attorney and investment advisor, review and update your home and auto insurance policies, get bids from contractors for needed home repairs, help you address needed updates to your estate plan and so much more.