Pricing Packages
How Much Does A Daily Money Manager Cost?
Custom Pricing for Custom Plans
Our services and pricing packages are as customized as the individuals and families who work with us. Below are some examples of our most popular monthly packages.
Keep in mind that all our packages can be customized and tailored to fit your unique requirements. Simply scroll through our list of services to see which would be most useful for you and we will work together to create the most efficient plan for your needs or those of a loved one.
AFP Sample Pricing Packages
Bookkeeper Basics$450/mth |
The Money Manager$600/mth |
The Household Manager$750/mth |
|---|---|---|
Financial Organization |
Financial Organization |
Financial Organization |
Household Bookkeeping & Reporting |
Household Bookkeeping & Reporting |
Household Bookkeeping & Reporting |
Bill Payment |
Bill Payment |
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Creating and Tracking Spending/Savings Plans |
Creating and Tracking Spending/Savings Plans |
|
Tax Organization |
Tax Organization |
|
Personal Banking Services |
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Mail Management |
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Insurance Claims |
| Typical Optional Add-On Services for Retirees and Caregivers include: | Typical Optional Add-On Services for Individuals and Families include: |
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*Prices effective 1/1/22 and subject to change
Learn more about our full range of services or schedule a complimentary consultation to discuss how Assurance Family Partners can simplify your life.
