Everything in Plus, then shaped to you: custom views for taxes, retirement, or caring for a parent, the whole family on one screen, and changes I build on demand, usually the same week. This is white-glove. You ask, I build.
This is the most built-out home system I make. Custom tabs for the things that matter to you, multiple people on it, and a parent's whole situation tracked right alongside your own.
| Q1 estimate | Apr 15 | $2,400 | Paid |
| Q2 estimate | Jun 15 | $2,400 | Set aside |
| Q3 estimate | Sep 15 | $2,400 | On track |
| You | Everything | Owner |
| Dana | Everything | Full |
| Mom | Her care only | View |
Overview, Taxes, Mom's care, Retirement, those tabs across the top are not a template. They are the specific views you and I decide you need. If your life has a corner that needs tracking, it becomes a tab.
A quarter of every deposit moves into a tax set-aside on its own, and the quarterly estimates are tracked with their due dates. April stops being a scramble because the money is already waiting and you can see it.
This is the one people get emotional about. Mom's premium, her pharmacy, her aide, and her next appointment, all in one place. If you are managing a parent's life from across town or across the country, you finally stop guessing.
Retirement and savings tracked over time, so you see the trajectory, not just this month. The whole point of Concierge is to zoom out past the next paycheck.
You and your spouse see everything. A parent sees only their own care view. Everyone is looking at the same truth, and nobody sees more than they should.
Need a new view next week? A new account added? A report for your accountant? You ask, and I build it, usually the same week. Concierge clients are priority, always.
If you just want your money forecast, Plus at $29 is the sweet spot. Concierge is for when life is more layered, a business, a parent's care, taxes, a whole family to keep on the same page.
Free 15-minute look. Tell me what your family is juggling and I will sketch the views that would actually help.
Text (762) 226-8566 Or book a time here