OUR SERVICES

The optimal strategy for successful personal finance is to stay informed of the big picture while minimizing the amount of time you spend handling the details. Denman Group allows you to maximize the benefits of this strategy by making the following financial and administrative support services available on an ongoing basis or as specific needs arise:

• Administrative Support: Filing, sorting, mailing... any administrative task you require.
• Administrative Errands: Transport of sensitive documents, and conduct of instruction-intensive administrative errands.
• Home Office Organization: Replacing clutter with systems that keep you organized.
• In-Home Document Scanning & Archiving: Digital archiving of receipts and other sensitive documents for easy reference and replacement.
• Bill Payments: You make just one payment to cover all of your monthly bills ... we'll handle the rest.
• Budgets / Cash Management: We provide personalized budgeting and forecasting to meet your specific requests.
• Efficient Access to Third Party Professionals: We provide referrals and access to quality, pre-screened service professionals (such as tax planners, estate planners, accountants, financial planners, insurance brokers, lawyers, etc.) and, help you reduce the billable hours you incur with them by acting as your administrative bridge.
• Personal Financial Reports: Denman Group can turn your financial information into personalized reports that provide clarity through a single, centralized view, generated as a one-time undertaking or on an ongoing annual, quarterly, or monthly basis.*
  Reports can include any of the following:
  • Net Worth
  • Income & Expenses
  • Cash Flow
  • Investments
  • Property and Assets
  • Insurance
  • Mortgages
  • Debt
• * Note: Reports are prepared on a cash basis. To learn more about the differences between cash-based and GAAP-based reporting, please speak with a Denman Group representative or your preferred tax professional.