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.