A. Our services typically begin with an initial telephone or email communication, followed by a free initial on-site consultation. Once the services needed are assessed, we work with our clients to determine an agreed upon mode of service delivery (weekly, bi-weekly, monthly).
Q. How much does it cost for the services of Paperwork Partners?
A. We offer exceptional service that is affordable. Fees are based on the complexity of services and level of support needed. Basic services start as low as $150 per month. Our services are billed at standard hourly rates with a 2-hour minimum for home or place of business visits. We are happy to work within any budget.
Q. I have a financial advisor and an attorney. Why do I need Paperwork Partners?
A. We do not replace the other professionals in your life. Our work complements the work of these professionals. For example, we can make tax time easier and more efficient. In addition, Paperwork Partners gives individuals and small businesses peace of mind that day-to-day finances and other administrative tasks are being handled in a personal and timely manner.
Q. How do I encourage my parents to be willing to benefit from your services?
A. It is often very hard for seniors to acknowledge they need help with tasks they had always been capable of doing. The involvement of an outsider in personal financial affairs can be scary and uncomfortable, but our clients find that once they have established a trusting relationship with us, their quality of life improves and financial anxiety relieved. When we meet at the free initial consultation, you are meeting the person with whom you will be entrusting your personal information – not a sales representative that is part of a large impersonal organization.
A. Confidentiality is our primary concern. We will not share or distribute any information about a client to any third party, unless we are given express authorization to do so by the client.
Q. Are you insured?
A. Yes, we carry both general liability and a professional liability designed specifically for members of the American Association of Daily Money Managers.
Q. Can you provide references?
A. Yes, we are more than happy to provide you with referrals and put you in contact with current clients.