|
|
|
Frequently Asked Questions:
How do we get started?
Either a) Send an email to info@onesourcefiduciary.com stating your name,
address, phone number and a brief deccription of your
problem(s)/issue(s); or b) contact One Source Fiduciary Solutions via at (424)
243-8003 and leave a message stating your name and contact number.
Someone from One Source Fiduciary will follow up with you within 24 hours.
What can I expect from the hour and a half senior loved ones
'issues' meeting with One Source Fiduciary Solutions?
One Source Fiduciary will address the identified “care” concerns and
provide referrals to the assistance-needs in caring for a senior loved
one and offer “counsel” to challenges expressed among the persons
involved in the care of the senior loved one.
What are the initial-basic fees for One Source Fiduciary Solutions services?
Our fees are considered in the moderate range. Our least expensive team member rate is $150 per hour. For complex and Expert engagements, our fees are flexible but within the customary $250-$350 per hour. For long term and/or business engagements, we will execute a negotiated fee agreement.
What if we want and need ongoing assistance from One Source Fiduciary Solutions?
One Source FIduciary Solutions provides ongoing assistance to family and care
providers to seniors. For 24/7 access/service/support from One Source Fiduciary Solutions – providing “peace of mind” (POM) can be discussed, developed,
planned, agreed to, implemented- billed and paid for on a quarterly,
semi-annual, or annual fee basis.
How can One Source Fiduciary Solutions assure client confidentiality?
All One Source Fiduciary Solutions associates are required to sign confidentiality
agreements. Furthermore, all One Source Fiduciary Solutions associates follow
Professional Fiduciary Code of Ethics and the National Guardianship
Code of Ethics.
|
