Q: How does the setup work?
A: Typically, we set up a bill pay account at the bank of your choice. That account is dedicated to our services. We then work with you or your banker to transfer funds into that account as needed.
Q: Do I lose control of my accounts?
A: Under no circumstance do you lose control. You gain control because we provide to you informative reports monthly that will help you know where your money is going.
Q: How do my bills and other documents get to you?
A: There are several ways we can retrieve documents. We can come to your home weekly to pick up bills, you can have them redirected to our P.O. Box which we pick up on a daily basis, you can bring them to our offices when convenient for you, or a combination of all of these.
Q: How do you know what to pay?
A: We will get to know you over the course of the first 3 months of working together and have a good idea of how you want things paid. If there is ever a question, we have a close relationship with all of our clients and speak to them as frequently as needed.
Q: What if I travel for long periods of time?
A: We will take care of everything while you are away so that you enjoy every minute of your travels.