Tier 2 — Premier Money Care

$149.00

·      All Comfort Money Care services, plus:                                                                   

·      Credit card payment scheduling (up to 8 credit cards)

·      Mail management (Sort, review, scan, and store client’s mail in a secure folder)

·      Dispute billing inaccuracies (client approval authorization required)

·      Reconcile multiple bank accounts (up to 3 accounts)

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

·      End-of-month status report

Client check-in (bi-weekly)

·      All Comfort Money Care services, plus:                                                                   

·      Credit card payment scheduling (up to 8 credit cards)

·      Mail management (Sort, review, scan, and store client’s mail in a secure folder)

·      Dispute billing inaccuracies (client approval authorization required)

·      Reconcile multiple bank accounts (up to 3 accounts)

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

·      End-of-month status report

Client check-in (bi-weekly)