FINOVAIR LLC

SERVICE PACKAGES

Protecting Financial Independence with Integrity

Essential Care

For clients who need dependable help staying organized with basic monthly finances.

• Bill Payment Management - up to 3 bills monthly

• Account & Transaction Review - once monthly

• Client Financial Check-In - once monthly

• Review of upcoming bills and due dates

• Identification of unusual charges or billing concerns during scheduled review

• Basic financial record organization

• Assistance addressing billing concerns when identified

• Monthly Financial Peace Report

Complete Care

For clients who need more frequent financial management and advocacy support.

• Bill Payment Management - up to 6 bills monthly

• Account & Transaction Review - twice monthly

• Client Financial Check-In - twice monthly

• Recurring charge and subscription review

• Assistance resolving billing discrepancies

• Communication with banks, creditors, utilities, and service providers when authorized

• Financial advocacy assistance

• Coordination with authorized family members or representatives when appropriate

• Detailed Monthly Financial Peace Report

Premier Care

For clients who need more frequent and comprehensive financial-management support.

• Bill Payment Management - up to 9 bills monthly

• Account & Transaction Review - weekly

• Client Financial Check-In - weekly

• More extensive financial advocacy and issue-resolution assistance

• Coordination with authorized family members and professionals

• Assistance documenting and addressing potential financial exploitation concerns

• Power of Attorney support when the client has independently established valid authorization

• Lifestyle coordination with third-party providers when requested

• Priority support

• Comprehensive Monthly Financial Peace Report

Business Package

Accounts Payable Support — organize bills, track due dates, prepare payment schedules, and maintain vendor records.

Accounts Receivable Support — create/send invoices, track outstanding balances, and follow up on overdue invoices.

Expense & Receipt Organization — categorize and maintain business financial records.

Monthly Financial Reports — basic income/expense and A/R–A/P summaries for the owner.

Billing & Invoice Management — recurring invoices and payment tracking.

Administrative Financial Support — organize documents for the business's accountant or tax preparer.

Service Notice: FINOVAIR provides financial management, organization, coordination, and advocacy services. FINOVAIR does not provide legal, investment, tax, or accounting advice and does not guarantee detection or prevention of fraud. Third-party services require appropriate client authorization. Additional service needs and fees are discussed during consultation and documented in the client agreement.