We’ll get your financial ducks in a row.
Rowducks brings stability and clarity to your financial wellbeing.
We manage the business of your personal finances to keep you organized, protected, and on-track.
We support you in the business of life.
Life Transitions
Big financial stresses come with illnesses, the loss of a spouse or parent, approaching retirement, and the start of a marriage or new career.
Busy Professionals
You lead a full, busy life and personal finance—though critical—is not one of your strengths and tends to get left behind.
Small Business Owners
When your small business intersects with your personal finances, the complexities can be overwhelming and easy to push off.
Professional Partners
Financial advisors and other professionals whose clients need help getting them information and executing on their plans.
How may we help secure your financial wellbeing?
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Pay bills, track expenses, reconcile accounts, cash flow planning, and handling vendor questions and issues
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Organize documents, manage mail and email accounts, and scan important documents into secure digital storage
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Coordinate with and compile reports and documentation for your financial advisor, tax preparer, banker, estate planner, and other professionals so they can provide you with the best service
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Monitor bills and insurance claims to confirm consistency with your services and expectations of financial obligation
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Monitor credit reports, set up a dedicated email for financial and other administrative communications that is reviewed for suspicious requests and links, improve account security with password management, register for “do not call” and other similar blockers, and put freezes on credit reports
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Setting up a single secure source of record for all of your accounts, websites, and passwords
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Compile forms and expenses, complete your tax preparer’s annual organizer when it comes time to file tax returns, and make estimated payments
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Establish budgets, model for retirement savings*, coordinate charitable contributions and gifts, and provide guidance for reaching financial goals
* “Will I have enough saved?”
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Create and maintain an emergency dossier, estate record keeping, beneficiary updates, and move assets into trusts
Our process brings relief.
#1 Free Consultation
We’ll speak by phone to get to know each other and so you can share how you would like help.
#2 Sign Agreement
We’ll send you an engagement letter that provides the details of the services you’ll receive and the payment terms.
#3 Review Stage
We’ll review your financials, records, and whatever else we must consider in addressing your most pressing needs.
#4 Get Results
We’ll get started with your biggest pain point to bring quick relief and traction, then tackle the next one.
We work remotely and in-person.
We primarily work with clients remotely using email, secure document sharing, and video calls.
Sometimes you may have a need that is best addressed by working with you and your materials in-person, which we may be able to accommodate if you live within the Richmond, Virginia area.
Pricing in partnership with you.
We work on an annual retainer basis, billed monthly.
What this means is we’ll discuss with you how many hours of service would be helpful to you over the next 12 months and bill in monthly installments. Some months may require fewer or more hours, and that’s OK.
Together we will reevaluate the billing as time goes on.
For those experiencing financial strain, fee reductions may be available. And if for any reason you need to cancel, you may do so with 30 days’ notice.
Let’s get started.
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