The "First Date"
Let's meet and discuss what a Tight Ship Advisor can do to take the weight off your shoulders
The Fine Print
An agreed "Statement Of Work" will outline our responsibilities on a daily, weekly and monthly basis
Down to work
Your dedicated Advisor will perform their duties at the defined or regular interval in the manner you direct
Communication
Regular, "State of the Union" discussions to evaluate results and fine tune your services to support your changing needs
Concierge Services Customized to You
Tight Ship services will mean different things to different people. We engage with individuals and families for a variety of reasons:
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Complex estates that require additional management
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Temporary or short term management of a household during a health event or life change
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Ongoing support for household budgeting & bill management
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Professional service coordination for wealth management, insurance, legal services and healthcare.
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Household management
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Special projects:
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Insurance evaluations
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Household cashflow assessments
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Senior living/housing evaluations
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End of Life/Shutdown Services
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Tax preparation
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Upon the "First Date", you will determine with your dedicated Tight Ship Advisor, the precise activities they will be handling and in what capacity. Be it a special project or regular service, your Tight Ship Advisor is qualified and ready to create efficiencies and security around finances, home and health.
Tight Ship services can take on as much or as little management of your day to day activities as you see fit. With that, privacy and security is of the upmost priority to Tight Ship.