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