My Life Keepers provides a service that compliments those services provided by professionals such as CPAs, financial advisors, Estate Planning Attorneys and Senior Advisors. A professional referral from your local professional advisor is the preferred method for beginning a client engagement. By having your existing professional advisor involved you will feel more at ease in working with us.
A complimentary introductory meeting will be held at your advisor’s office or in your home with your advisor. At this meeting we will discuss your needs and review the services available to meet your needs.
If it is determined that we can be of assistance to you, we will begin the engagement by gathering your important data and developing a plan based on your preferences and needs for management and organization. We will also begin to develop your “My Life Vault” document.
Once we have gathered your important information and have developed our plan, regular visits will be made to implement the agreed upon plan. Additional services may be added at your request.
Detailed monthly activity reports will be provided to you and anyone else you authorize to receive them.
Annual meetings with your advisor are recommended to review your needs and make changes, if needed.
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