每日资金经理
套餐起价为每月500美元.
时间是你最宝贵的资源. We believe that paying bills and day to day money management shouldn’t distract from your busy calendar. LBMC Family Office will take on the worry and stress resulting from these day to day tasks, allowing your family the freedom to invest in quality time with one another.
Because of the many services that the LBMC family of companies offers, we have the advantage of internally coordinating with other financial services. A personal CFO who can work directly with your team of professionals is always just a phone call away. 联系 us to meet the team and enjoy a free consultation to determine how working with LBMC Family Office will benefit you and your family.
个人理财经理适合你吗?
每日资金管理是如何工作的
账单以电子方式邮寄或发送到LBMC
账单被审核，被支付 & 费用被跟踪
文件以电子方式存储
简单，每月报告交付给您
以单一费用选择最适合您的服务级别:
服务清单:
账单支付，个人银行业务 & 帐
排序 & 电子邮件存储，费用跟踪 & 欺诈行为的监督
投资 & 保险检查
个人财务报表的维护
预算和现金流管理
金融监管
全面资金管理 个人理财
X X
X X
X X
X
X
X
开始:期待什么
- Parties agree to the Terms of Service by signing the LBMC Engagement Letter.
- Your LBMC personal financial manager requests your most recent statements and/or online access to your accounts.
- A list of regularly paid bills is compiled by your LBMC personal financial manager, 包括到期日和金额.
- A new checking account will be established with your current financial institution and LBMC will be listed as the signer. 我们建议为该账户提供三个月的费用.
- Your LBMC personal financial manager will update the mailing address for paper statements, 或者电子报表的电子邮件地址, 到LBMC地址.
- 账单到达并在到期日以电子方式支付. 您可以选择在付款前批准所有账单. 我们监控账户，并在需要时要求额外的资金.
- 你的帐目将按月核对. You will also receive a monthly electronic package that will include an expense summary.
个人理财经理的额外好处
- 我们每年为家庭雇员提交工资税申报表.
- 我们监控你的账户以防欺诈行为.
- We coordinate with your LBMC tax professional to provide Charitable Contributions, 工资税, 以及我们已经支付的其他可抵扣费用.
- 用电子方式访问你的账户, we can download the annual tax statements and provide them to your tax professional.
- 我们审核和更新年度保险单.
- We ensure Annual Exclusion Gifts are made timely and are well documented for tax reporting.
- We coordinate with your tax professional on tax efficient strategies for charitable giving.
- We request your permission to provide periodic insurance and investment checkups.
By hiring LBMC Family Office, you can take advantage of a solution that:
- Provides peace of mind that your bills are paid properly and on time
- Offers individualized, responsive service, with a dedicated, trusted professional
- Provides a professional partner who knows where and how to access personal financial documents
- Ensures personal financial documents are stored securely in one location
- Provides a trusted team who will make the on-boarding process as seamless and painless as possible
- Establishes a streamline of information directly to your tax professional, banker, attorney, etc.
- Simply put, can help you get back to the things that matter most to you
每日资金经理将与您的财务团队一起工作
在你的财务生活中, it’s important to have a team of trusted advisors to help you make the best financial decisions for your present and your future. Knowing your strengths puts you in a great position to be able to build a great team. While some skills may overlap, each are unique, stand-alone professions and all are necessary. 找到合适的玩家是成功的关键.
你的球员可能包括以下专业人士:
- 税务专业人士，以帮助申报和合规.
- An investment advisor to help assess your risk tolerance and meet your goals.
- A lawyer to get your estate plan in place and to help with a successor plan if you’re in business for yourself.
- A banker to help with day-to-day access to money and for help with loans.
- An insurance agent to help protect all you have gathered along the way.
- A daily money manager to handle your every-day finances and orchestrate details for your team.
Your daily money manager is familiar with all the areas that you need covered and works with all team members on a regular basis. 不太确定提交工资税申报表的最佳方式? 您的DMM可能知道. If there is a gray area, they know the questions to ask the tax accountant. 你需要我帮你填写信用额度申请表吗? 您的DMM可能对它很熟悉. Do you need a referral for a caregiver for an elderly family member? 您的DMM可能专攻该领域. If they don’t, they know someone within AADMM who does and they can help secure a referral. dmm在请求变得棘手时进行故障排除. 除了, a DMM brings a process of organization and structure to your financial life, 把所有的i点起来，把所有的t划掉.
You might have established relationships with the professionals mentioned above. 你可能需要有人帮你组建团队. A daily money manager walks beside you to review what is already in place and help you build the team with all the necessary players to meet your financial goals.
