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Seniors & Solo Agers: Do you need just a little help to keep your bills paid on time?
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Sandwich Generation: Are your parents perhaps needing help with their finances and you are overwhelmed with what you already have on your plate?
Serenade Your Sweetie More!
Focus on
Your Goals More!
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Busy Professionals: We can help keep your financial picture on track while you do other things!
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Military Personnel (Ask about our Military Discount): We can make certain your bills are paid while you are on active duty!
Adventure More!
Black Swan Money Management provides timely, accurate and realistic money management practices such as paying bills, handling banking, organizing important documents, troubleshooting service accounts and vendors. Our personal finance service brings financial peace of mind to our client's lives, allowing them to live their lives more fully!
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Bill Paying
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Budgeting
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Coordinating with your Attorneys, CPAs, and Financial Planners
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Debt Reduction
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Financial Fraud & Record Management
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Organizing Important Documents & Mail
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Provide Reports (Income, Expenses, Cash Flow)
Imagine More!
Money Management
Support Services
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Manual Systems
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Organizing Tax Receipts
& Documents
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Monthly Account Maintenance
$100/hr*
*Ask About Our Military Rates
Process Automation & Digitization
Package includes automating manual systems, MDD+ family information management tool, customized reports
$995*
*Includes Sustainable Budget &
Livable Spending Plan
Family/Personal Data Information Management Services
Individual - 3 Sessions
Includes training,
My Data Diary + information management tool, customized reports
$595*
*Personal training sessions empowering you in understanding and using the tool.
Family/Personal Data
Information Management Services
Couples - 5 Sessions
includes training, My Data Diary + family information management tool, customized reports
$795*
*Personal training sessions empowering you in understanding and using the tool.
Money Management Support Services:
If you are using manual systems and need help making certain your bills are paid on time and balancing your checkbook while reviewing your bank statements, or you are wanting to organize your tax documents and receipts for the 2024 tax season. This is also the Monthly Account Maintenance fee for the Manual to Online package after set up is complete.
Process Automation & Digitization:
If you want to move from a manual system to an online system, this is the package for you. It comes with the PREMIUM version of the My Data Diary + family/personal data information management tool, a sustainable budget and livable spending plan and report. After the set up is complete, if you choose to have Black Swan oversee your accounts, the Monthly Account Maintenance fee would apply.
Family/Personal Data Management Services:
Individual - 3 Sessions/Couple - 5 sessions: This includes the PREMIUM version of the My Data Diary + tool and either 3 sessions for individual or 5 sessions for couples where you are taught how to use the software.
If you decide after the training that you would like Black Swan to update your My Data Diary +, you would pay the Monthly Account Maintenance fee.
You are always welcome to purchase the PREMIUM version online without the training sessions. If you choose to purchase on your own without a training package, please enter the code: BLACKSWAN to receive a 15% discount!