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Family Financial Software
We work with you in you on the Aum personal accounting software to establish automatic data feeds from your banks and other financial institutions. We also provide a way to securely send us images of any checks that you write so we may reconcile them against the bank feed. We will work with you to carefully identify and classify all transactions within your account so you may begin to analyze your finances and have them managed going forward. Please let us know at the beginning of an engagement if you would like us to reconcile past periods and how far back you would like to go so we can provide you with an accurate proposal.
Family Financial Coaching
We will meet with every month to check in on where your finances stand and discuss any adjustments you may want to make to reach your goals. This may be a bit of a personal conversation because finances can be so tricky, so think of us like a personal trainer or accountability coach for your money. Please note that we do not provide any investment advice and will refer you to a registered investment advisor if desired.
Assisted Bill Pay
Leveraging business class Bill Pay service, we will help you organize your accounts and bill payments so you may verify and automate your bill pay activity. We then work with you to arrange your payables into an effective and efficient bill payment program that works for you. This service also allows for staff and vendor management with year-end 1099 reporting and tax and legal compliance.
See our plans, or let us know what you need
Please schedule a time to speak with us
+1 (212) 300-5482
Aum Family Offices26 Park St., Suite 2000Montclair, NJ 07042
* Legal services provided by Aum Legal LLC** Insurance services provided by Aum Insurance LLC