How often would LR Services Daily Money Managers visit with their clients?

Each client‘s needs and desires differ.  Visits are scheduled based on the client’s goals and needs.  Visits could be weekly, bi-weekly, or monthly to accomplish the goals of the client, and may change as the client's goals change.  Clients with manual bill pay vs. bills that are managed automatically or online may require more time to accomplish their goals. Client visits may be more often when first hired, then decrease as systems are set up to automate or organization is restored.

 

 

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