This means that we are your “go-to” for any and all matters pertaining to your financial well being and freedom. In many ways, these models are analogous to the different payment models in healthcare. Working in the accounting profession for over thirty years has provided me with opportunities to embrace online environments and adapt them to fit my client's needs. Financial Concierge Service The term “concierge” is derived from Latin root words meaning “extra service.” A traditional concierge is a doorman or front desk person in a hotel or apartment building who takes care of whatever miscellaneous personal services a guest or tenant may need, within reason. It’s like working the front desk at a hotel. A concierge, pronounced “cawn-see-airzsh” is one of the oldest and noteworthy professions dating back over 800 years to medieval times. There are several different models when paying for financial advice. Our Concierge-Style Approach to Serving Our Clients. How We Help . Think about the top hotels, resorts, even spas: they all have a concierge experience. Concierge medicine is one of those models; it’s becoming very popular in the general healthcare space, and it’s even making its way into the physical therapy arena. Concierge medicine, also known as retainer medicine, is a relationship between a patient and a primary care physician in which the patient pays an annual fee or retainer. WHAT IS FINANCE CAPE? Encyclopedia; Wikipedia Corporate concierges are a specialized type of concierge. It was founded in 2007 by Adam Dell, the brother of Dell’s founder Michael Dell. A true “financial concierge” takes care of whatever personal financial planning services that a client may need, going above and beyond traditional financial planning. Over the past few decades, A concierge is an expert who provides exceptional, personalized service and advice. • Are you stressed with the “business” of running your household? The goal of Financial Concierge Services is to simplify and coordinate the life of our clients when it comes to managing their daily finances. If you’re wondering what, exactly, concierge medicine is ... Financial Stability. The PC Financial World Elite Mastercard is a unicorn in the credit card world. “Wow, my own financial Wikipedia!” “I don’t stress any more knowing that you have my back.” Most of all, everyone sleeps better because the ‘should’ of managing your finances just got solved. WE’RE YOUR FINANCIAL CONCIERGE.. Our team of professionals is reliable, responsive and detailed in their work to provide exceptional service for our clients. A financial concierge is a financial planner generalist, knowledgeable and fully licensed to sell and service life, health, disability, long term care, medicare insurance, and annuities. Thanks to the digital revolution, concierge services do not have a location or time zone barriers. 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