Online Bill Pay Startup Package

You’ve heard your family and friends rave about how easy it has become to manage their finances through online banking. But, the truth is, you feel a little insecure about your abilities to track and manage your finances in a digital world. It’s OK to feel nervous about using the web to pay your bills! This package is designed to support you as you move into this new environment.

This $399 One-Time Consultation includes 3-4 hours of virtual or on-site service to walk you through digitally paying bills and organizing paperwork.

We will cover the following issues:

  • Setting up online access to banks and credit cards as needed
  • Setting up online access to other vendors (utilities, loan payments, individuals) as needed
  • Smart Phone Apps to support your vendors as needed
  • Digital file storage and organization structure and backup options
  • Action items organizational structure (pre-planning withdrawals from your account)
  • Secure and accessible digital password management and storage
  • Review rules for safe internet usage to avoid scammers, phishers, identity theft, malware and viruses
  • Review Best Practices as it relates to ongoing bill pay and financial organizational management