What are your rates?
Our very simple and completely transparent pricing based on an individuals’ or family’s annual income. Our prices are fixed, so you never have to wonder what the charge will be or if you have someone milking the clock or doing busy work to run up the bill. We don’t charge a setup fee and we don’t charge if you have questions and want to call or email.
Can other people access my data?
No one can have access to your data without your personal or company's express permission, this includes your CPA, advisor's and specific employees. We can also set up restrictions so that certain functions can be limited to those you do allow access.
Can you prepare my taxes?
We are not tax experts and do not do individual, family or business taxes at this time. We can assist our clients in finding the appropriate tax expert for their particular needs.
How do I get my information to your office?
We pick up your information either at your home or other location you desire. We also deliver and explain all reports provided to our clients.
What is the best way to get started?
We offer a FREE initial consultation to determine what your needs are.
Does DM Personal Financial Organization Service own our information?
No. You own your financial information. We take our clients security and privacy very seriously and take every precaution to keep your financial information safe.
Why should I use you?
In a nutshell, you will get a great value on price, fast turnaround, consistently reliable service and no hidden fees or extra charges.
What are your turnaround times?
For monthly clients, you have your reports in your hands usually by the 10th of each month, often sooner.
Is there a contract?
Yes, we have a short contract that spells out the exact terms. All of our contracts are month to month, so you are never locked in. We want you to be happy so we earn your business every time we work together.
Is there a setup fee or any other hidden expenses?
There is no setup fee or other charges. If you need any extra services, we can provide prices, but we never bill you for anything first and everything we do is 100% transparent and clear.
What reports do I get?
We can provide almost any type of financial report you need but we have a set “Report Package” that is normally more than adequate for most clients. We go over all the reports in our initial Free Client Consultation.
Still have questions? We invite you to contact us.
