Everplans
Find your organized records and share information with the people you authorize.
Open Everplans
Senior FinancialConcierge ServicesMenu
For SFCS clients
Client Resources
Use the services we share, send new documents, and keep our ongoing work moving.
Your services
Use the services we have selected together. Each service has its own sign-in.
Monarch
Review your connected accounts, transactions, and household budget.
Open MonarchEverSafe
Review monitoring alerts and activity in the accounts you have enrolled.
Open EverSafeThese links take you to the provider’s website. If you use Trustworthy, use your existing invitation or contact us for help finding your account.
Share Documents
Need to send a bill or statement?
To send bills, statements, or routine correspondence for review, request a secure OneDrive upload link. We’ll email you the link—no Microsoft account is needed.
Use Everplans or Trustworthy only for documents we have agreed to keep in your organized records.
You can upload a document or a clear photo taken with your phone. Please include the entire page and make sure the text is legible.
Request an upload link by emailOr email us at contact@seniorfinancialconcierge.com.
How it works
- Request your link without attaching documents.
- We send you a OneDrive file-request link.
- Open the link and choose the files to upload. You do not need a Microsoft account.
Please keep sensitive documents out of ordinary email and text messages. Do not send passwords, PINs, or recovery codes.
Prefer help in person?
Bring your documents to an appointment. We can review new information, update your records, and follow up on outstanding matters with you.