Ongoing financial & family office support

Best for: busy individuals and families who need high-touch financial administration & strategy support


 
 

For families, entrepreneurs, and households with complex financial lives, I provide family office–style services without the investment management. Think of me as your personal CFO: I organize, oversee, and simplify your financial world so you can focus on what matters most.

Services may include:

  • Bill pay (Accounts Payable)

  • Invoicing (Accounts Receivable)

  • Payroll processing

  • Monthly bookkeeping 

  • Reconciliation of bank and credit card statements 

  • Preparation of monthly, quarterly, and annual financial statements 

  • Coordination with your CPA, attorney, and/or insurance providers 

  • Weekly, monthly, or quarterly financial strategy calls

  • As needed guidance as new challenges arise 


Retainer Options:

  • Essential Support – Starting at $1,000/month
    Bill pay, bookkeeping, and quarterly strategy calls.

  • Comprehensive Support – Starting at $2,000/month
    For families with multiple income streams, businesses, or properties. Includes monthly calls and coordination with outside professionals.

  • Premium Support – Starting at $3,500/month
    For highly complex households, including multi-generational planning, weekly touchpoints, and extensive administrative support.


To learn more, schedule a call below, or reach out to Caroline at caroline@verdiadvising.com



 
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