The Fiscal Concierge Tutorial

1. TODAY.
Empowers tomorrow.
I can do what matters I can rely on many
most - play with my services to help me
grandchildren, tend to live my life. I don’t
my garden, write a have to mow the
poem, go for a run, lawn, Charlie’s Lawn
play a round of golf, care will take care of
practice the piano, it. I don’t have to run
paint, or learn how to to the grocery
juggle. I can enjoy store, Simons
staying in my home delivers. Supreme
longer and not be sent Cleaning is coming
Today, I can be thankful at 10am to clean my
off to a care facility.
for all that I have. I can
Instead, I can throw a home. And, even
enjoy, savor and delight in
tea party, or volunteer every breath of today. changing the oil is
for Meals on Wheels. Because today, and every not as big of a deal
day I can rest assured as it once was.
that my bills are paid 1+2+3 easy steps to get
securely and on time more out of TODAY.
thanks to Fiscal
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2. Is Fiscal Concierge for me?
1) Do I have to change my longtime banking relationship?
No. You keep all your current bank accounts and use your checkbook or your debit card just
like you always have.
2) What about identity theft?
The Fiscal Concierge does not collect your Social Security number, our system was created
with many additional levels of security, and our entire staff is insured and bonded.
3) How will this really benefit me?
Aside from saving approximately 6 hours of time each month, our current users say the
peace of mind of not having to worry about the bills is worth every penny.
4) I pay my bills electronically through my bank now. What is the
difference?
Paying bills through your bank electronically simply replaces the checkbook with a
computer. You still have the deadlines and the responsibilities of paying your bills on time.
With our services, once you send us the bill you will never see it again.
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3. Why choose The Fiscal Concierge to pay your bills?
Bill paying takes time, and can be confusing and frustrating. We give you back
your time, and take away the confusion and frustration.
We do not require your social security number, date of birth, or driver’s license.
We charge the same low monthly flat rate no matter how many bills we pay.
We cannot view the balance in your bank accounts.
Fees may be tax deductible.
Our service can help prevent financial fraud and abuse.
We can help you or your loved one stay at home for many years to come.
We offer peace of mind to family members that your loved ones’ finances are
taken care of securely and on time.
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4. Why choose The Fiscal Concierge to pay your bills?
Compare the difference… …gain peace of mind
We offer live customer support from
Online banking system: an experienced Account Specialist.
YOU have to set up the payments
We help improve your credit score by
YOU have to manage the payments paying the bills on time
YOUR payments are made regardless if the funds
are available or not, possibly incurring NSF fees We help in creating a maximum
refund opportunity on your taxes by
managing your bills and issuing a
monthly and year end report
The Fiscal Concierge system: Life Lock insures no identity theft
WE set up the payment system
WE manage the payments Monthly statements and year-end
summary statement
WE contact you if sufficient funds are not
available, thus reducing possible NSF charges. Custom software:
Notifies if a bill has not been received
Notifies if a bill’s amount is twice the
average
Notifies if there are insufficient funds
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5. Security & Industry Credentials
Our Account Specialists have a legal and/or financial
background (banking, investments, accounting). CONFIDENTIAL.
All potential employees must agree to a background check
that is conducted by Kroll, the world’s leading risk consulting
company. SECURE.
We are a fully insured company with National Carriers with A
and A++ ratings. PROFESSIONAL.
We are members of the American Association of Daily Money
Managers and an accredited member of the Better Business ACCREDITED.
Bureau.
TRUSTED.
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6. Case Studies | Personal experiences
Having The Fiscal Concierge pay my bills has taken the
pressure off of me. I am no longer worrying if the bills are being
paid on time, and the easy-to-read monthly report has made
balancing my checkbook so much easier.” – Eleanor Z., Age 83,
Retired Teacher.
“My father used the services of The Fiscal Concierge for about a
year before he died. When it came time to settle his affairs, the
simple, clear reports provided by The Fiscal Concierge made the
process so much easier.” – Steve S., Age 54, Caregiver
Fiscal Concierge has made my life so much easier. I don’t have
to worry about any of my bills and I really enjoy getting the bill
reports each month to keep my records updated. It is so
convenient.” – Andrea R., Age 26, Teacher.
The Fiscal Concierge is a guiding light to those in pursuit of
happiness. - Arthur N., 82 years old, Retired Firefighter
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7. How to sign up in 3 easy steps.
Step 1 – Sign a one-page document
– No Social Security Number
– No Date of Birth
– No Driver’s License Number
– No Minimum Length of Contract
Step 2 – Provide your bank Information
Step 3 – Send us your bills … and we will do the rest.
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