Tier 1 — Comfort Money Care

·      Schedule & pay all monthly bills payments timely

·      Credit card payment scheduling & statement review (up to 5 credit cards)

·      Bank reconciliation: Compare statement(s) to monthly payment transactions (2 bank accounts)

·      Ensure flexible monthly budget is being followed

·      Identity monitoring service / fraud protection monitoring (bi-weekly review)

·      Bring billing inaccuracies to client’s attention

·      End-of-month summary report

·      Client check-in (1x monthly)