Our Services
Three ways to bring your affairs into clear order.
Each service is designed to address a distinct need — and they work well together. Transparent pricing, consistent handling, and all decisions remaining with you.
Back to HomeHow the Services Fit Together
Each service stands on its own. Together, they provide something more complete.
Some families come to Hearthly needing just one thing — a consolidated view of their holdings, or a trusted hand on the day-to-day records. Others find that two or three services, working alongside each other, provide the kind of ongoing clarity that they have not been able to achieve through separate advisers.
There is no requirement to take all three, and no pressure to expand beyond what is genuinely useful. The right starting point is wherever your current situation has the sharpest need.
Service 01
Consolidated Wealth Reporting
A calm, consolidated view of accounts, investments, and entities, presented clearly so you can see the whole picture in one place. Suited to families and individuals with affairs spread across several holdings.
Updated regularly. Written in plain language. Structured around what is actually useful to you — not around accounting conventions or regulatory formats.
$980
/ month
All accounts, investments, and entities drawn into one overview
Regular updates, not only at year-end
Plain-language reporting tailored to your family's structure
Consistent handling by one person throughout
Service 02
Household & Entity Bookkeeping
Discreet bookkeeping across household and family entities, kept tidy and current. Designed for those who would value a careful, trusted partner handling the day-to-day records.
Not the kind of bookkeeping that sees only one slice of your affairs — but records maintained with a full understanding of how your household and entities connect.
$720
/ month
Bookkeeping across household and family entities simultaneously
Kept current throughout the year, not only at reporting time
Handled with discretion by someone who knows the full picture
Records shaped to be useful to you, not just compliant
Service 03
Annual Review & Coordination
A considered annual review that brings your advisers' work together into a clear summary, in plain language. We keep the conversation unhurried and leave all decisions with you and your family.
For families who have the right advisers in place but find the year-end picture difficult to assemble — or who would value someone ensuring that nothing falls between the different reports.
$1,600
/ year
Advisers' outputs drawn together into one clear annual summary
Plain language throughout — no translation required
Unhurried — the review takes the time it needs
All decisions remain entirely with you and your family
Pricing
Transparent fees, simply stated
All fees are fixed. There are no variable components, no billing for individual interactions, and no arrangements with third parties that would create an interest in directing your decisions.
Is This Right for You?
The families and individuals who find Hearthly useful
Families with multiple holdings
Two or more investment accounts, a property portfolio, and perhaps a family trust or business entity — enough that no single adviser holds the complete picture.
Individuals managing inherited complexity
Those who have recently taken on responsibility for a family estate or inherited holdings, and are finding that the existing records do not provide a clear starting point.
Those who value privacy and consistency
Families who prefer their financial affairs handled by one trusted person — not routed through a large firm where records pass between hands as staff change.
Families approaching an annual review
Those who have multiple advisers producing separate reports at year-end, and find the process of bringing those together more time-consuming than it ought to be.
Finding the Right Fit
Where to begin
"I want to understand where everything stands, but I'm not sure where to start."
Suggested starting point: Consolidated Wealth Reporting
This service begins with a careful mapping of your current position before any reporting starts. It will surface what you hold, how it connects, and where the picture is unclear — which is often the most useful thing to know first.
"The day-to-day records feel like they're always slightly behind."
Suggested starting point: Household & Entity Bookkeeping
Ongoing bookkeeping, handled by someone who understands the full picture of your household and entities — kept current throughout the year, not only caught up at year-end.
"We have good advisers, but the annual review always feels disjointed."
Suggested starting point: Annual Review & Coordination
This service is specifically designed to bring your advisers' separate outputs together into one clear, plain-language summary — without replacing any of them. A natural complement to an existing, well-functioning advisory arrangement.
"I'm not sure which, if any, of these applies to my situation."
The most straightforward thing is simply to get in touch and describe your current situation. We will tell you honestly whether Hearthly is likely to be useful, and if so, where it makes most sense to begin. There is no obligation in that conversation.
Across All Three Services
What you can expect regardless of where you begin
One consistent point of contact who holds your complete picture
Reporting and communication in plain, readable language
Fixed, transparent pricing — no variable or hidden components
No interest in your decisions — all choices remain with your family
Work structured around what is genuinely useful to you
Discretion as a consistent, unconditional practice
Begin a Conversation
The right place to start is simply getting in touch.
We are happy to discuss your situation, answer questions about any of the services, and let you know honestly whether Hearthly seems like a good fit. No pressure, no obligation.
Get in Touch