BOOJEE Financial · Estate Financial Concierge · Personal CFO Service
Your estate's finances,
finally organized.
One place to see every account, every property, every obligation, and every opportunity. We don't touch your money. We make sure you always know where it is.
The complete financial picture
of your estate.
Four pillars. Every dimension of your financial life, organized and surfaced in one coordinated view.
All bank accounts, investment accounts, retirement funds, crypto holdings, real estate equity, and business cash positions — reconciled into one consolidated dashboard. One number. Always current.
Real estate valuations, vehicle fleet, business interests, collectibles, and insurance coverage — tracked, dated, and surfaced with relevant milestones. Your estate's asset register, always accurate.
Monthly income and expense summary, rental property cash flow, subscription audit, and recurring cost reduction analysis. We find the leaks before they compound into a problem.
Briefing packets for your CPA, estate attorney, and financial advisor — we prep the context so your billable-hour meetings are efficient. You show up informed, not scrambling.
Three ways clients use
BOOJEE Financial.
Not one size. Choose the delivery rhythm that matches how your life operates.
A comprehensive 10-page financial brief delivered on the first of every month. Net worth snapshot, cash flow analysis, flagged anomalies, and upcoming obligations. Read it in ten minutes, know everything that matters.
Transaction monitoring across all linked accounts, property milestone tracking, insurance renewal alerts, and anomaly detection. You get notified when something needs your attention — not after it's already a problem.
Quarterly context packages assembled and delivered to your CPA, attorney, or financial advisor before your scheduled meetings. Organized, categorized, annotated. Your advisors spend their time advising — not sorting through statements.
Three tiers. No AUM minimums.
No broker relationship required.
Family office services start at $5M minimum and charge percentages. BOOJEE Financial starts at $198 and charges a flat monthly rate — because organizing your finances shouldn't cost you a piece of them.
- Monthly financial brief (10-page)
- Up to 10 accounts tracked
- Net worth snapshot & trend
- Expense categorization
- Anomaly flagging
- Upcoming obligation calendar
- Everything in Clarity
- Real-time transaction monitoring
- Property & asset tracking
- Cash flow optimization analysis
- Subscription audit & reduction
- Unlimited accounts tracked
- Weekly snapshot digest
- Everything in Intelligence
- Dedicated financial coordinator
- Quarterly advisor coordination packages
- Private wealth briefings
- Estate & entity-level reporting
- Insurance & coverage tracking
- On-demand financial summaries
We organize.
Your advisors decide.
We are not a registered investment advisor, broker, fiduciary, or licensed financial planner. We organize and surface your financial information — your licensed advisors make the recommendations and decisions. We just make sure they're working with the complete, accurate picture. If anything we surface looks like advice, it isn't. It's context.
The kind of work
a Command month includes.
An illustrative example of the coordination work a Command-tier engagement can cover for a client with a real estate portfolio and multiple business entities. Illustrative only — not a specific client.
- 1Monitor linked accounts across banks, brokerage platforms, crypto custodians, and rental property operating accounts throughout the month
- 2Flag subscription charges that increased since last quarter — compile a cancel/negotiate summary for your review
- 3Surface upcoming lease renewal windows on commercial properties — send advance alerts with a renewal checklist
- 4Assemble a quarterly briefing packet for your CPA: categorized P&L by entity, reconciled expense categories, and open items to review
- 5Reconcile monthly statements for rental properties — identify charges that appear allocated across entities incorrectly
- 6Alert on income (such as dividends or distributions) that hasn't been logged — add it to the income summary
- 7Track net worth trend month-over-month and note the drivers behind the change
- 8Compile an insurance coverage audit — flag lapsed policies and properties that appear undercovered relative to current valuation
- 9Coordinate with your estate attorney's office: deliver an updated asset schedule ahead of scheduled meetings
- 10Produce the 10-page Monthly Brief — net worth, cash position, income by source, and upcoming obligations for the next 60 days
- 11Identify recurring charges that belong to a different account or entity — reclassify and document them for your records
- 12Queue the next quarter's advisor prep package — pre-organized tax documents, YTD income by entity, and an open items list for CPA handoff
Finally knowing where
the money actually is.
A single consolidated picture of your finances — accounts across every institution, rental properties, and business entities pulled into one view you can check every morning.
Advisor-ready briefing packages assembled before your meetings, so your CPA or attorney spends billable hours on strategy instead of sorting through statements you brought in.
A subscription and recurring-charge audit that surfaces forgotten software, auto-renewals, and converted trials — flagged for you to cancel or renegotiate.
Common questions,
straight answers.
Do you have access to move or withdraw money from my accounts?
No. BOOJEE Financial is a read-only information and coordination service. We never hold, move, or touch your funds. Where read-only account connections are used, access is view-only and cannot initiate transactions. We organize and surface information — that's it.
Is BOOJEE Financial a financial advisor or investment firm?
No. We are not a registered investment advisor (RIA), broker-dealer, fiduciary, or licensed financial planner. We are an information organization and coordination service. We do not provide investment recommendations, tax advice, or legal guidance. Your licensed professionals do that — we make sure they have the right context to do it well.
What kinds of accounts and assets can you track?
We can track checking and savings accounts, investment and brokerage accounts, retirement accounts (401k, IRA, SEP), crypto holdings, real estate equity (based on estimated or appraised valuations), business cash positions, vehicle fleet value, collectibles and hard assets, outstanding loans and obligations, and insurance policies. If it has a dollar value and you own it, we can track it.
Can you coordinate directly with my existing financial advisor or CPA?
Yes — this is a core feature of the Intelligence and Command tiers. We assemble pre-meeting briefing packages and context documents tailored to your advisor's needs. For Command clients, we can communicate directly with your advisory team on your behalf to deliver packages and answer organizational questions. We do not give them advice — we give them context.
How is my financial data secured?
All data is encrypted at rest and in transit. We use bank-grade 256-bit AES encryption for stored information and TLS for all data in transit. Access to your financial information is role-restricted and audited. We do not sell, share, or license client data to third parties. Full data handling practices are disclosed in our service agreement at onboarding.
Book your financial
review call.
Tell us about your situation. We'll schedule a 30-minute review call — no pitch, no pressure — and show you exactly what a consolidated financial picture would look like for your estate.
Start Your Financial Review
All inquiries are confidential. A BOOJEE Financial coordinator will contact you within one business day.
Stop guessing.
Start knowing.
Your financial life is complex enough. The picture of it shouldn't be.