Daily Money Matters Consulting currently offers three levels of service to Charlotte, NC area residents:

 

Fees

 

Fees for services are set at $50 an hour, which would include consultation and/or services and Quicken Simplifi© Account set up.

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   An example of costs are the following, but not all inclusive:

• Hourly rate

• Monthly charge for Quicken Simplifi Account (set up for tracking of financial status)

• Mileage to your location (from 28213)

• Any financial institution fees charged to you (if not charged already)

 

Fees will be deducted from the account from which your bills will be paid.  Other than noted above, there are no other fees or charges added.  I receive no compensation from any third parties you may associate with.  While I’m no fiduciary, it’s our mutual interest to ensure your financial position improves with each visit.

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1. Monthly in person consultation - A visit to your location to reconcile applicable documents and conduct services      at your location. 

 

2. Monthly phone or video consultation - Meeting by phone or video conference to conduct any services needed. 

 

3. Per diem consultation - Working with clients on specific needs, when requested by either by a visit to them or by      phone or video conference.

 

1st Appointment (in person or video):

Before discussing service fees, it’s best to meet and greet to build rapport.  To that end, no payments are needed for the first visit.  This visit usually takes 30-45 minutes and will address any questions you have and what your needs are.

 

2nd Appointment (phone or video call):

On this call, I’ll answer any other questions you may have and learn more about which services you may want to use.

 

Fees for service will be paid using an account to transfer funds to accounts being paid.  The account will have funds transferred from your personal account. 

All costs to the client will be as transparent as possible to avoid any confusion.