Senior FinancialConcierge Services
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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.

Documents & important information

Everplans digital vault

Find your organized records and share information with the people you authorize.

Open Everplans digital vault
Spending & cash flow

Monarch

Review your connected accounts, transactions, and household budget.

Open Monarch
Financial monitoring

EverSafe

Review monitoring alerts and activity in the accounts you have enrolled.

Open EverSafe

These 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 digital vault 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.

Start here: scan your documents

How to Scan and Upload DocumentsRequest an upload link by email

Prefer paper or need help? Contact SFCS. Original documents remain with you.

Or email us at contact@seniorfinancialconcierge.com.

How it works

  1. Request your link without attaching documents.
  2. We send you a OneDrive file-request link.
  3. 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, verification or recovery codes, or full account numbers in ordinary email or text.

Keep your Family Ready roadmap current

Use your physical box and Everplans digital vault together. Keep original-document locations current, review each spouse’s hospital sheet and decision-makers, and tell us about life changes. Track unresolved items, beneficiary follow-up owners, and critical-bill continuity questions. Request your private upload link by email before sending records.

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.