Pricing
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

Creating and Tracking Spending/Savings Plans

Creating and Tracking Spending/Savings Plans

Tax Organization

Tax Organization

Personal Banking Services

Mail Management

Insurance Claims

Typical Optional Add-On Services for Retirees and Caregivers include: Typical Optional Add-On Services for Individuals and Families include:
  • Emergency Preparedness Package
  • Life Transition Support (divorce, death, etc.)
  • Home Maintenance Package
  • Estate Support Services
  • Moving to a Retirement Community

 

  • Emergency Preparedness Package
  • Life Transition Support (divorce, death, etc.)
  • Preparing Financials for Prenup Agreements
  • Managing for Multiple Residences
  • Financial Education & Coaching

*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.