Office 205.948.3430
What We Do
We provide tailored support to help individuals manage their financial and personal responsibilities effectively; and ideal for busy professionals, entrepreneurs, or individuals seeking to streamline their daily lives and achieve financial clarity.
This service includes:
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Financial Support: Budgeting, bill management, financial planning, and expense tracking.
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Administrative Tasks: Scheduling appointments, managing correspondence, organizing files, and creating reports.
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Lifestyle Management: Coordinating personal errands, travel arrangements, and managing special projects.
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Goal-Oriented Planning: Assisting with short-term and long-term goals for personal or professional growth.
Cost for Scopes of Services:
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Simple administrative or financial tasks (e.g., scheduling, bill payments): $25–$50/hour.
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Complex financial planning or business support: $50–$100+/hour
Retainer Rates:
For a combination of financial and personal assistant services:
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Basic Package: $500–$1,000/month for 10–20 hours of work.
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Mid-Tier Package: $1,000–$2,000/month for 20–40 hours of work, including more complex tasks.
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Premium Package: $2,500+/month for 40+ hours of work or highly specialized services.