How Marianne and Louise Can Support You
We are here to simplify the day-to-day management of your financial life. We work closely with you, Dan, and the broader team to help ensure requests are handled efficiently, accurately, and with care so nothing falls through the cracks. We are often your first point of contact and a resource for timely updates, follow-through, and operational support.
Below are some of the key ways we can support you:
Keeping Your Information and Accounts Up to Date
We help ensure your financial accounts remain accurate, compliant, and aligned with your evolving needs by updating your contact information, beneficiaries, and account preferences. We also assist with consolidating old or inactive accounts.
Safe, Smooth, and Secure Fund Transfers
Whether you're making regular contributions or handling a special request, we work to ensure transfers are processed accurately and securely. We're able to transfer funds between brokerage and linked bank accounts; set up direct deposits, automatic contributions, or scheduled withdrawals; and assist with accessing cash for large purchases or unexpected needs (please allow up to 14 business days for certain transactions).
Simple Scheduling and Consistent Communication
Clear communication helps keep your financial plan on track. We schedule annual reviews and ongoing check-ins with Dan, provide reminders for meetings, deadlines, and required account actions, and keep you informed about the status of requests and next steps.
Account Administration and Brokerage Support
We help manage the operational details of your brokerage relationship. We provide support for new account openings and required disclosures, assist with paperwork related to trading authorizations, account restrictions, and updates, and help facilitate requests in coordination with custodians and service providers.
Compassionate Support During Difficult Times
During periods of loss or significant life change, we provide steady, respectful guidance. We assist with account closures, retitling, and asset transfers. We help process beneficiary claims and required documentation, and coordinate with attorneys, executors, trustees, or other professionals as needed.
