Services
We give our clients peace of mind and the freedom to focus on what’s most important to them.
Our Services
We tailor our services to the needs of each client. Services include:
Financial and records organization and maintenance
Bill paying and fraud monitoring
Day-to-day banking activities and account reconciliation
Budget creation and tracking
Year-end tax data support for client’s accountants
Monitoring insurance policies and renewals
Home mail sorting and handling
Professional relationship management and coordination
Supporting your personal professional team (financial planner, attorney, accountant, etc.)
Personal project planning and execution
Who We Help
At Curae, we support our clients as they begin their careers, start their families, grow professionally, face change, and live their best life. We offer customized solutions for:
Care
Custom personal financial management for seniors and their families.
Who We Help
We help those who need help or are unable to manage their personal business. We assist seniors and their families. We help maintain our client’s dignity and independence while providing peace of mind for their families.
- Seniors needing help managing their affairs
- Concerned spouses and children of seniors seeking peace of mind
TRANSITION
Personalized financial guidance and administrative support for people experiencing life transitions.
Who We Help
We help those who are newly solo and trying to navigate their personal business affairs alone – discovering and organizing finances, setting up processes and routines to pay bills and manage cashflow.
We also help provide “after loss” assistance to executors, estates and families.
- Recently widowed spouses who have not previously had to manage their personal financial affairs
- Recently divorced individuals who must now (re)establish their own financial affairs
- Executors, estates and families working to discover, manage and wind down the business affairs of a departed loved one.
LIFESTYLE
Personalized business management and administration services for active retirees and busy high-net-worth individuals.
Who We Help
We help those who don’t have the time or desire to manage their bill paying and personal business. We take care of the details so they can spend their time enjoying the life they want and have earned.
- Active seniors who want to enjoy life and not be burdened with paying bills and managing finances
- Busy professionals and those that travel extensively and find it hard to keep up with paying bills at home
- High-net-worth individual and families who need customized services to help administer their personal business affairs
What you can expect
At Curae, we know that it can be uncomfortable allowing someone outside the family to manage your personal business matters. This is especially true for seniors who are often vulnerable to fraud and dishonest people. At Curae, we have designed our services and processes to ensure visibility and transparency for our clients.
Our clients have access to, and oversight of, all transactions, records and communications we make on their behalf. We utilize leading, industry standard, secure software and online tools and all client data remains completely confidential.
Curae is a local firm, based in Richmond, and our work is designed to be a highly personal service. We work exclusively with a limited number of clients to organize and manage their personal business matters. We are sensitive to our clients’ needs and want to ensure they are completely comfortable with the way their personal business is handled.
We proudly operate under the highest ethical standards as mandated by our professional affiliations which include The American Institute of CPA’s , Society of Senior Advisors , and American Association of Daily Money Managers.
We will be pleased to answer your questions and explain more about how we work with and protect our clients.
What We Don’t Do
We don't replace your Financial Advisor
We don’t provide investment advice or recommendations.
We don’t sell insurance or other financial products.
We do support your financial advisor by ensuring your financial information and records are organized and help support your advisor. We can help review your insurance needs and help you get coverages you need.
We don't replace your Accountant
We don’t perform audits, reviews or compilations.
We don’t prepare tax returns.
We do support your accountant by ensuring your financial information and records are properly maintained and categorized to make their job easier and more efficient.
We don't replace your Attorney
We don’t provide legal advice.
We don’t prepare legal documents or contracts.
We do support you in ensuring your financial information and records are properly aligned and support your estate planning and other legal arrangements.
