top of page

Chose the service that meets you need. 

Close-Up of Dollar

Basic Plan – $150/month

Perfect for seniors who need light monthly oversight.
Includes:

​

  • Reviewing and paying up to 10 monthly bills

  • Budget tracking

  • Monthly summary of payments

  • Secure recordkeeping

Standard Plan – $195/month

A solid choice for seniors who want added support and peace of mind.
Includes:

​

  • Reviewing and paying up to 20 monthly bills

  • Budget & cash-flow monitoring

  • Monthly summary + quarterly financial snapshot

  • Secure recordkeeping

  • Coordination with family members or POAs

Dollar Bills

Comprehensive Plan – $250/month

Ideal for seniors with complex or higher-volume financial needs.
Includes:

  • Reviewing and paying unlimited monthly bills

  • Budget, cash-flow & savings oversight

  • Monthly summary + quarterly financial review

  • Secure recordkeeping

  • Coordination with family members, POAs, and care teams

  • Optional assistance with insurance paperwork, if needed

bottom of page