What Can I Do For You?
Monthly Bill Pay
Whether you want me to handle just one bill, or handle all of your monthly bills, I will work with
you at the level you are most comfortable. Together we will make sure your household finances are timely and organized. I can take away the stress of the details, while making sure you have access to the information you need.
One time projects
Have you recently taken over handling the household finances and don't know where to start? Do you need to organize paperwork and don't know what to keep? Together we can make sure your accounts are in order and devise a system that works best for you. When you are comfortable, you will have full control, or if you prefer, I can handle the monthly bills on your behalf.
What to Expect
Work with Your Team
Under your direction, I will work with your attorney, financial advisor, accountant, or other professional. I can provide financial reports and collect the documents you need to file taxes or applications requiring financial documentation.
• I offer a 30 minute, no-cost, call or home visit. Together we will discuss your goals and next steps.
• A written agreement will outline the work you want me to provide.
• With your permission, I communicate with your family and your team of professionals (accountant, attorney, investment advisor.)
• Depending on needs, the average person may expect 2-4 hours of service per month charged at $75 per hour.
• I work within Southeastern Massachusetts and Rhode Island.
Frequently Asked Questions
Can I meet you in person?
Yes! I look forward to meeting you in person. Every circumstance is different, but I believe completing the intake in person will help to build trust in our relationship. It may be necessary to get hard copies of your accounts or create a filing system for you. Over time, it will be more economical for you to limit in person visits, but it is almost always necessary in the beginning.
I get so much mail and there are piles all over my home, will you help with that?
Yes. I can help you identify what is important and what can be discarded or help you move to electronic files, whatever you choose. I can also help reduce the amount of junk mail you receive. By decreasing paperwork, this will make it easier to stay organized and free up time.
What if I only want Robertson Checks and Balances to pay some bills?
I am here to assist you. Together we will develop a plan that makes you comfortable. You may choose to start with the essentials and find that over time you enjoy the convenience and instruct me to pay additional bills. The choice is yours.
Will you help me with budgeting?
Yes. Even people that have a general idea of how much money they spend each month often forget to plan for quarterly, annual, or unexpected expenses. By tracking your monthly spending you will see what you actually spend, and over the course of the year you will have a clear picture of your costs and be better able to plan ahead. This can help you cut down on expenses or simply spread costs out evenly. Let’s talk about your goals.
Can you speak to companies on my behalf?
Typically, with verbal or written permission I will be able to work with companies to address questions and problems regarding your bills.