Like a financial concierge, Paraclete Ventures provides a wide range of professional personal financial services, conducting your day-to-day financial activities with integrity and trust. We bring clarity, order and peace-of-mind to your financial affairs.
Available services at Paraclete Ventures include:
- Sorting Your Mail
- Paying Your Bills
- Preparing Your Checks
- Making Your Bank Deposits
- Reconciling Your Bank, Credit Card and Brokerage Statements
- Preparing Your Income and Expense Reports
- Negotiating with Your Creditors and Other Providers
- Reconciling Your Medical Claims
- Taking Inventory and Consolidating Your Financial Assets
- Coordinating Your Property and Asset Sale Logistics
|
- Coordinating Your Asset Maintenance and Repairs
- Referring and Representing You to Specialized Professionals
- Organizing and Proper Disposal of Your Documents
- Preparing Your Budget
- Recommending Your Debt Reduction Actions
- Organizing Your Documents for a Tax Professional
- Coordinating Your Transportation Needs
- Serving You as a Notary Public
|
Services are customized and adapted for your specific needs.