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Personal Financial Management

If you are looking to eliminate the burden of making sure your bills are paid accurately and in a timely manner, LSM's Personal Finance Management services may be just what you need. Why spend your valuable time worrying about the minutia of monthly bills, real estate management, insurance issues, etc... when you can rely on your Personal Financial Manager to do it for you?

These services may be customized based on your individual needs, but may include ongoing tasks such as:

  • Download of all bank and credit card details into Quicken or QuickBooks
  • Provide monthly statements showing all income and expense activity as well as Statement of Net Worth.
  • Continuous reporting on balances of mortgages or other loans as payments are made
  • Monthly bank reconciliations prepared for all accounts
  • Review bank and credit card statements for unusual transactions
  • Set up e-bills or online bill paying

For more information on LSM's Personal Finance Management services, contact us at 703-827-2300 or toll free 1-800-842-8834, or email us at information@lsmfinancial.com.

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