LifeConcierge^TM Hall of Fame

“Lindsey was great and hopped on a call to talk us through the options and sent more info as a follow up. "

Megan, who recently got married and is expecting her first child, needed advice on setting up accounts and future savings for her daughter. She was looking for best practices and options for investment and savings accounts.

Lindsey from Overalls took on the request and provided Megan with comprehensive support. Lindsey offered valuable resources and insights on various savings options, including 529 plans, index funds, and trusts. She also discussed the potential impacts of different choices and suggested budgeting apps for managing finances.

Lindsey scheduled a call with Megan to discuss the various options and followed up with a detailed PDF comparing different savings accounts and investment strategies. She also provided additional links to help Megan make informed decisions.

Megan appreciated Lindsey's thorough and personalized assistance, noting “Lindsey was great and hopped on a call to talk us through the options and sent more info as a follow up. "

“Carrie was super helpful and managed to cancel the gym membership of both myself and my wife without either of us ever needing to be on the phone.”

Patrick contacted Overalls for help canceling both his and his wife’s gym memberships, aware that gym cancellations are often a hassle. He provided key account details and asked for help avoiding phone calls.

LifeConcierge Carrie took the lead, gathering all necessary information and coordinating directly with the gym. She successfully canceled Patrick's membership, and with a bit of extra coordination, she finalized his wife’s cancellation as well. Neither of them had to get on a call during the process.

Patrick shared, “Carrie was super helpful and managed to cancel the gym membership of both myself and my wife without either of us ever needing to be on the phone.”

“Thank you so much, I am still going over and looking into info you sent, which was so helpful!” 

In preparation for his upcoming retirement, Richard found himself overwhelmed with the transition and in need of help from Overalls.

His LifeConcierge was able to outline recommendations and considerations for maximizing Richard’s contributions in the time he had left at his company, while also figuring out how to continue his medical insurance coverage and budgeting resources during retirement. Full of resources, Richard's overwhelm is slowly turning to excitement. Go Richard!