Due to traveling and putting in long hours at the office, busy executives may not have time to spend on their own financial and personal affairs. VistaLynk Solutions provides assistance to these individuals by helping to manage their personal finances and by coordinating services that tend to their day to day needs. The Executive Support program provides our clients freedom from the worry or hassle of handling such tasks.
The Executive Support Program includes:
- Bill payment
- Bank account reconciliation
- Budgeting
- Assistance with banking transactions
- Track income and expense information for income tax reporting
- Coordination of information with the professional team such as lawyers, bank officers, accountants, or financial advisors