Secure Service for the Future

With our package, Secure Service for the Future, Life Managers & Associates is engaged to provide regular service at a future point in time.

The Way it Works

Step One: A Life Managers & Associates client manager will initially meet with you to develop a personal inventory and financial summary. These are documents that capture all of your vital information, including bank accounts, recurring bills and liabilities, insurance policies, the location of legal paperwork, medical information, key contact information, and more.

Step Two: We will meet with you annually to review the personal inventory and financial summary and make any necessary changes. As a result of these annual reviews, we will better understand your needs and plans for the future.

Step Three: When you identify that you are ready to receive ongoing services, a client manager will be available to support you with your administrative affairs either weekly, bi-weekly or monthly.