Personalized Services Built Around You
From daily financial management to Medicare or insurance management, household oversight, and POA/Personal Agent services, your Tight Ship Advisor delivers sophisticated solutions that protect you first and foremost.
Our expertise extends across every aspect of personal management, ensuring security and efficiency in your home, health, and financial affairs.
We adapt to your preferences - offering in-home, side-by-side, or remote services. Your needs and lifestyle guide your Advisor.
Tight Ship's services will mean different things to different people.
We serve clients across life's pivotal moments - from managing complex estates to navigating health transitions.
Our support spans daily operations, including household management and professional service coordination, while offering specialized expertise in senior living decisions, insurance optimization, and estate execution. Maybe you just need help with a short term project - building a household spending snapshot, evaluating your insurance coverage or during a transition.
Whether you need ongoing support or guidance through a specific transition, we provide the sophisticated oversight that complex lives demand.
Hourly Services
Rates begin at $100 per hour depending on the scope/ complexity of client needs
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Bill Pay
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Medicare/Insurance Advice/Mgmt
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Tax/CPA coordination
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Financial Modeling
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Household Management
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Vendor Oversight
Retained Services
Monthly rates or a flat rate are available for those needing services over a limited period or for a special project. Rates are negotiated based on the complexity & requirements of the engagement.
Special rates are available through our preferred financial & estate partners.