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We understand that every household is unique, so your membership should reflect that. All membership packages pair you with a Project Manager and/or Personal Assistant who operates as an extra set of hands to help you with the services below:
✓Set up automatic payments
✓ Track and manage recurring monthly expenses
✓ Tax filing and extension assistance
✓ Handle discrepancies such as unfamiliar invoices, double charges, or suspicious activity
✓ Bill and invoice management and payments
✓ Financial document organization
✓ Online grocery and personal supply shopping
✓ Personal errands and chores
✓ Order food and gift deliveries
✓ Resolve issues with home service providers
✓ Book home services such as cleaning and outdoor services
✓ Manage and oversee home renovation projects
✓ Plan and organize events from start to finish
✓ Manage guest list and RSVPs
✓ Design and mail out invitations
✓ Write event to-do-list and take notes
✓ Coordinate recurring and non-recurring events
✓ Book caterers, cleaning crews, and other needed professionals
✓ Send gifts and mail
✓ Work alongside you to provide in-home support such as meal-prepping, light housekeeping, and errands
✓ Family and pet appointment scheduling and management
✓ Research to source credible medical professionals, therapists, teachers, etc
✓Manage household grocery and supply inventory
✓ Book of extracurricular and family activities
✓ Research on business products, gifts for loved ones, and home appliances
✓ Discover opportunities and offerings to add value to your life
✓ Local business and vendor research
✓ Research for children activities and family resources
✓ Online purchases for personal, business, and family needs
✓Source family-friendly and eating restriction-friendly restaurants
✓ Coordinate personal and professional scheduling
✓ Organize event dates and appointment confirmations
✓ Handle schedule changes and communications
✓ Manage family schedules and requests
✓ Reminders for important dates and agenda drafting for upcoming meetings
✓ Respond to schedule inquiries and meeting requests
✓ Manage physical mail to second home or PO box
✓ Screen guests to stay in home
✓ Hire cleaning crews and maintenance professionals to prepare home
✓ Coordinate fridge and supply restocking
✓ Handle monthly expenses and bill payments
✓ Airbnb maintenance and management
✓ Inbox management and clean-up
✓ Preparation for meetings and agenda drafting
✓ Note-taking and reminders
✓ General project management and oversight
✓ Administrative duties such as expense tracking, reimbursements, and HR support
✓ Office management, such as tracking office inventory and business supplies
✓ Recommend and book deals and promotions based on your request and preferences
✓ Book activities and purchase tickets
✓ Source and book hotels and Airbnbs
✓ Schedule dinner reservations
✓ Work closely with your travel agent to gauge your desires and needs
✓ Assist with passport, visa, and Real ID obtainment
✓ Source and vet professionals
✓ Coordinate and schedule on and off-site vendors
✓ Oversee vendors' quality of work
✓ Manage and maintain vendor relationships
✓ Handle all communications and provide necessary information to professionals
✓ File complaints and resolve issues with vendors and service providers
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