SOFINANCIALCONCIERGE

At SO! we work for and with you and your chosen financial advisor. Yes, for some of our services you pay us a fee. But at the end of the day we help you navigate the right coverage for your insurance, given your goals, help you prepare for your taxes. If we keep track of your spending, will give you a list of what you spent so you know what receipts you need to find... When we work together, you get CONTROL back of your finances and then it's all about relaxing knowing that any question you have will be framed and responded to relative to your personal circumstances... All of our clients tell us that they have profound relief once they discover what we do and how we can help them.