Senior FinancialConcierge Services
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Services & Pricing

Start with an organized financial life.
Keep it on track with ongoing support.

For most clients, the recommended starting point is our $500 Financial Organization Package. We bring your accounts, bills, documents, and household financial responsibilities into a clear, practical system. From there, choose Essential Support at $300/month or Concierge Support at $500/month for ongoing Daily Money Management. Clearly defined small projects, transitions, and estate assistance are available when needed.

Support is flexible throughout Chesapeake, Virginia Beach, Norfolk, and the surrounding Hampton Roads area. We can meet in your home when hands-on help is useful and continue by phone, video, or secure digital methods when an in-person visit is not needed. Authorized family members or trusted professionals can also participate remotely when appropriate.

Start Here — recommended for most clients

Financial Organization Package

Establish the records and routines we will help you maintain.

One-time organization
$500

Bring your accounts, bills, household financial responsibilities, important documents, and trusted contacts into a system you understand. We begin with your priorities and the information you provide, identify what needs attention, and help you clearly see your next steps.

The Financial Life Assessment, a physical file organizer, complimentary Everplans, and initial setup are tools for establishing a workable starting point. Together, they give you an organized system and clear next steps. We agree on the package scope before work begins.

Once organized, choose Essential Support — $300/month — or Concierge Support — $500/month — to keep records current and financial responsibilities on track. Monthly service generally begins after the organization package. The package can also stand on its own; ongoing support is optional.

Discuss your starting point

Your starting system

  • An initial inventory of the accounts, income, bills, household financial responsibilities, documents, and contacts identified together
  • Organization of the records included in your agreed scope, with important document locations recorded
  • A priority action plan highlighting missing information and details that need verification
  • An initial “Start Here” roadmap showing essential routines, known contacts, document locations, permissions to confirm, and open questions
  • A review of the system with you and a plan for keeping it current
  • Complimentary Everplans to organize important documents and information
Next: ongoing monthly support

A regular relationship that keeps the details moving.

After your Financial Organization Package, choose the level of ongoing involvement that fits your needs. Both monthly plans support financial-administrative oversight; bill payment is one possible part of the work. We agree on responsibilities, review frequency, communication, and cost together.

Ongoing Support

Regular review, record maintenance, issue tracking, and professional coordination, with clear updates on what needs attention.

Ongoing support
$300/mo

Essential Support

Best for someone who manages most responsibilities and wants a regular second set of eyes, reminders, and follow-through.

Scheduled administrative reviews help keep records current, identify matters needing attention, and follow up on agreed actions. We set the review frequency and responsibilities together.

Includes complimentary Everplans.

Support may include

  • Regular financial check-ins and follow-up
  • Track deadlines, open issues, and agreed next steps
  • Review transactions, spending, and upcoming bills
  • Monitor a budget and recurring obligations
  • Periodically review the online-account inventory, automatic payments, recovery information, and authorized access
  • Prepare a limited number of payments for your approval
  • Provide a concise summary of items reviewed, actions completed, and matters needing your attention
  • Confirm approved payments and flag items needing attention
Talk about this service
Ongoing support
$500/mo

Concierge Support

Best for someone who wants consistent, hands-on financial administration and follow-through across bills, records, correspondence, and household financial responsibilities.

An ongoing working relationship to review what comes in, handle agreed administrative tasks, maintain records, and track outstanding matters through to the next step. Your money and decisions remain under your control.

Includes complimentary Everplans and EverSafe.

Support may include

  • Review incoming financial mail, statements, and routine bills
  • Track deadlines, unresolved issues, and follow-up with institutions and professionals
  • Prepare checks and electronic payments under your approval policy
  • Review account activity and flag unusual or unfamiliar transactions that may need attention
  • Monitor budgets and cash flow
  • Organize medical bills and insurance statements, track balances, and help with provider or insurer follow-up
  • Organize and track long-term care insurance claims, supporting records, benefit payments, and requests for additional information
  • Maintain financial records, important documents, and the online-account inventory
  • Maintain only the limited digital access arrangements needed for authorized services and review whether access remains appropriate
  • Provide regular activity summaries and outstanding-item reports to you and, with written permission, authorized family or professionals
  • Resolve discrepancies and coordinate with authorized family or advisors
Talk about this service
Need help with one specific task?

Small Project Assistance — starting at $300

One-time help for a clearly defined, limited project, such as setting up one filing routine, a simple budget tracker, or a specific bill-management process. We agree on the task, deliverables, and cost before work begins, then provide a practical handoff.

For a broader review and organization of your financial life, start with the $500 Financial Organization Package.

Software subscriptions or third-party fees are discussed separately.

Discuss a small project →
Transition and estate assistance

Additional support for a move, a change in responsibilities, or estate administration.

One-time assistance
Starting at $750

Transition Assistance

Best for an older adult or family preparing for a move to senior living or another change in care.

We organize the household financial details, clarify potential resources, and compare practical funding and cash-flow scenarios so the client and family have a clearer plan.

Support may include

  • Create a transition financial checklist
  • Organize bills, financial records, insurance information, and benefit documents
  • Estimate ongoing costs and summarize potential resources
  • Compare practical funding and cash-flow scenarios
  • Prepare questions and coordinate with authorized family and qualified professionals
  • Provide a written summary of potential next steps and remaining action items
Talk about this service →
One-time assistance
Starting at $750

Estate & Executor Assistance

Best for an executor or family who needs practical help organizing the financial and administrative details of an estate.

The initial engagement brings order to the estate and creates a clear path forward.

The initial engagement includes

  • An initial meeting with the executor or family
  • Review and organization of available estate documents
  • Identification of known assets, accounts, insurance, debts, bills, and recurring obligations
  • Creation of a master estate inventory and contact list
  • Identification of items requiring follow-up, transfer, cancellation, or additional documentation
  • A prioritized executor action plan
  • Organization of records for ongoing estate administration
  • Identification of matters to coordinate with the estate attorney, CPA, financial advisor, or other professionals
  • A follow-up meeting to review the estate organization and next steps

Ongoing executor assistance is available after the initial organization process. Additional assistance is billed based on scope and complexity.

Senior Financial Concierge Services provides administrative and organizational support to the executor and does not serve as executor, attorney, tax advisor, investment advisor, or other fiduciary.

Talk about this service →
Included with ongoing support

Clear communication along the way.

You will receive regular updates describing work completed, upcoming responsibilities, and items that need your attention. With your written permission, reports may also be shared with designated family members or trusted professionals, helping everyone stay informed while you remain in control.

Bill payment within broader oversight includes preparing selected payments for review and approval while tracking related records, due dates, and questions.

Comprehensive bill pay may include routine payment administration under a written authorization and approval policy.

Fraud awareness and account oversight may help identify activity that needs attention, but cannot prevent or guarantee detection of fraud. Suspected concerns are brought to the client’s attention and, when authorized, coordinated with designated family, the financial institution, or an appropriate professional.

Medical billing support focuses on organization, tracking, and routine follow-up. Complex claims or formal appeals may require a separate scope of service.

Executor administrative support is organizational and administrative assistance. Senior Financial Concierge Services does not serve as the executor or provide legal representation, tax preparation, or estate-planning advice.

Senior living transition support may include cost organization, education about potential resources, scenario comparisons, recommended administrative next steps, and coordination with qualified professionals. It does not include arranging loans, selling insurance, preparing benefit claims, recommending investments or care settings, or providing legal, tax, insurance-product, lending, investment, or benefits-eligibility advice.

Scope and responsibilities are agreed before work begins. The Financial Organization Package is $500; Essential Support is $300/month; Concierge Support is $500/month. Small Project Assistance starts at $300, Transition Assistance starts at $750, and Estate & Executor Assistance starts at $750. Your services may be adjusted over time as your needs change. Everplans is complimentary with the Financial Organization Package and both monthly plans. EverSafe is also complimentary with Concierge Support. Other software or outside-professional costs, when applicable, are discussed separately.

Where SFCS Can Help

“My accounts and paperwork are scattered.”

We establish an inventory of accounts, bills, documents, and contacts, then maintain it and review new information through your ongoing service plan.

“I received a medical bill, but I’m not sure it’s right.”

We help compare bills with insurance statements, track discrepancies, and coordinate follow-up with providers and insurers.

“My attorney or advisor gave me next steps. I need help getting them done.”

We help gather records, track paperwork, and coordinate administrative follow-through with your professionals.

“Could someone step in if needed?”

We help organize essential contacts, bills, bill-payment routines, document locations, and authorized access instructions so your chosen helper knows where to start.

“Everything is online, and it’s getting hard to keep track.”

We help organize digital records, password-management arrangements, and electronic bill delivery.

“I want help, but I still want to be in control.”

You decide what help you want and who can receive information. We work within your agreed instructions and permissions.

SFCS provides financial administration that complements your attorney, CPA, financial advisor, care manager, and other professionals. We help gather information, track requested actions, and maintain follow-through while they retain their professional roles. Services depend on your agreed scope.

Estate & Legacy Organization

Make things easier for the people you care about.

Bring important documents, account and beneficiary information, trusted contacts, and personal wishes into a clear, accessible record. Help the people you choose understand what exists, where to find it, and whom to contact when help is needed.

We organize the information with you and help keep it current as accounts, documents, relationships, and circumstances change. With your permission, we coordinate follow-up with family members, your attorney, financial advisor, and other professionals.

Start with a focused organizing project or include updates and follow-through in your ongoing service plan. Scope and cost are agreed before work begins.

Explore estate & legacy support

What we help bring together

  • Important estate documents and a record of where originals are kept
  • Accounts, insurance policies, and recorded beneficiary information for review with your advisors
  • Family contacts, named representatives, and trusted professionals
  • Personal wishes, legacy information, and instructions you want others to find
  • A practical roadmap of outstanding items, responsibilities, and follow-up dates
  • Regular updates so the information remains useful to you and your loved ones

POA coordination, when needed: We can help coordinate acceptance of existing powers of attorney, obtain institution-specific forms, and track requirements with your named agent and attorney. SFCS does not serve as your POA agent or fiduciary, draft legal documents, or provide legal advice. Each institution determines acceptance.

Explore Our Services

Each service can be tailored to the client’s priorities, comfort level, and need for one-time or ongoing support.

Ongoing support

Financial Administration & Daily Money Management

Regular review of incoming information, records, obligations, open issues, and authorized payments—with reporting and follow-through.

Learn more →Organization

Estate & Legacy Organization

A clear record of documents, accounts, beneficiaries, contacts, and wishes—plus practical administrative support for executors.

Learn more →Administrative help

Medical Billing & Long-Term Care Claims Support

Organize statements, EOBs, and long-term care claim records; track balances, submissions, payments, and follow-up needs.

Learn more →One-time assistance

Transition Assistance

Organize the financial details, understand potential resources, and compare practical ways to pay during a move or change in care.

Learn more →
A comfortable first step

Let’s find the right level of support.

Schedule a confidential introductory conversation. You do not need to choose a package before we talk.

Start a conversation
Call or text: (948) 221-5115contact@seniorfinancialconcierge.com