Busy-ProfessionalLike 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.