Individual & Family Services
Service Overview
Securing Accounts & Devices
Service Description
Securing Accounts & Devices helps clients strengthen the digital tools they rely on every day, from online accounts and passwords to phones, computers, and privacy settings. The engagement begins with a clear assessment of your current setup, followed by a personalized action plan that prioritizes practical, high-impact improvements. You can choose to implement the plan yourself or add guided implementation support for hands-on help.
Pre-Engagement:
Free Intake Assessment
Free Consultation Session
Included:
Scope & Requirements Questionnaire
Personalized Security Action Plan
Action Plan Review Session
Optional Add On(s):
Implementation Session(s)
Post Engagement:
Two-Week Technical Support Period
Starting at $349.00 for 5 Accounts & 2 Devices
Pre-Engagement:
Free Intake Assessment
Free Consultation Session
Included:
Identity Exposure Questionnaire
Identity Risk Summary Report
Risk Reduction Action Plan
Findings & Action Plan Review Session
Optional Add On(s):
Data Broker Removal Guidance
Securing Accounts Session(s)
Exposure Monitoring Guidance
Post Engagement:
Two-Week Technical Support Period
Identity Risk Assessment
Starting at $249.00
Service Description
Identity Risk Assessment informs clients as to how much of their personal information may be exposed online and how that exposure can increase the risk of scams, impersonation, account compromise, and unwanted contact. This service reviews publicly available information, common data broker exposure, account recovery risks, and basic digital footprint concerns to identify where your identity may be vulnerable. The engagement concludes with a clear findings summary and prioritized recommendations to help you reduce exposure and improve control over your personal information.
Technology Evaluation
Starting at $99.00
Pre-Engagement:
Free Intake Assessment
Free Consultation Session
Included:
Problem & Needs Questionnaire
Requirements Review Session
Technology Evaluation Report
Report Review Session
Optional Add On(s):
Implementation Session(s)
Migration or Configuration Guidance
Service Description
Technology Evaluation provides clients with the information they need to make informed decisions before adopting a new app, platform, device, or digital service. This service focuses on understanding the problem you are trying to solve, defining your needs, comparing realistic options, and identifying risks related to cost, privacy, security, usability, and long-term value. The engagement concludes with a clear recommendation that helps you choose technology with greater confidence instead of relying on marketing claims, online reviews, or guesswork.
Pre-Engagement:
Free Intake Assessment
Free Consultation Session
Included:
Digital Legacy Questionnaire
Discovery & Inventory Session
Digital Legacy Action Plan
Action Plan Review Session
Optional Add On(s):
Implementation Session(s)
Secure File Storage Guidance
Securing Accounts Session(s)
Post Engagement:
One-Month Technical Support Period
Digital Legacy Preparation
Starting at $299.00
Service Description
Digital Legacy Preparation helps clients organize the accounts, devices, documents, and digital assets their loved ones may need to access in the future. This service focuses on identifying important digital information, reducing confusion, documenting access instructions, and creating a practical plan for managing your digital life if you become unavailable or pass away. The engagement does not replace legal estate planning, but it helps ensure your digital affairs are easier to understand, locate, and handle when it matters most.
Artificial Intelligence Application
Starting at $249.00
Pre-Engagement:
Free Intake Assessment
Free Consultation Session
Included:
AI Needs & Use Case Questionnaire
Requirements & Use Case Review Session
AI Evaluation Report & Application Plan
Report & Plan Review Session
Validation Testing Session
Optional Add On(s):
Implementation Session(s)
Migration or Configuration Guidance
Prompting and/or Workflow Design Session(s)
Post Engagement:
Two-Week Technical Support Period
Service Description
Artificial Intelligence Application helps clients understand, evaluate, and responsibly use AI tools for personal productivity, workflows, research, content creation, or decision support. This service focuses on identifying practical use cases, selecting appropriate tools, understanding privacy and security risks, and creating clear guardrails for safe and effective use. The engagement concludes with a practical AI usage plan that helps you take advantage of AI without blindly trusting it, over-sharing sensitive information, or relying on tools that do not fit your needs.
“His attention to detail and commitment to quality truly stood out. We’ve already recommended him to others.”
– Stacy