Lifestyle Management & Enhancement

Lifestyle Management & Enhancement Services in Kansas City

At Buttonwood Financial Group, we believe in the fact that as wealth builds life doesn’t get simpler – it gets more complex! As such, we stand ready to assist and take those time-consuming projects off your hands. Lifestyle management and enhancements are additional services we provide to make your life easier and more manageable.


When it comes to managing your lifestyle, we can help devise strategies based on your lifelong goals. These strategies can vary greatly depending on your current position in life. So, whether you need assistance with managing your current lifestyle in order to meet your retirement goals, or you need help managing your post-retirement spending, we're here for you!

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Lifestyle Enhancements & Concierge Services

If you've met your retirement goals already, but you'd like to make life a little easier or more enjoyable, you should consider some of our lifestyle enhancement and concierge services. These enhancements may include, (but are not limited to) the tasks below:

Personal Bill Pay Management

Allow us to manage payments, so you know you're paying on time and paying the proper amount!

Property Management

Whether it's your own home or properties you manage, we can help with maintenance needs!

QuickBooks Coordination

QuickBooks can be time consuming and complicated. Let us help!

Domestic Help

Need help keeping your home in order? Our team can assist with home care needs!

Private Aircraft Consulting

We'll make planning a private getaway as easy and stress-free as possible!

Payroll

If you own a business then you know payroll can be quite the headache. We'll manage that!

Frequently Asked Questions About Lifestyle Management

  • What are lifestyle management and concierge services?

    They're the hands-on services that take time-consuming financial projects off your plate: personal bill pay management, property management coordination, QuickBooks coordination, domestic help, private aircraft consulting, and payroll. Your Family CFO team handles the operational details so you can focus on living.

  • Can Buttonwood really manage my bill payments?

    Yes. With personal bill pay management, we make sure your bills are paid on time and in the correct amounts, while you retain full visibility. It's one less recurring task on your list — and one less place for costly oversights.

  • Is lifestyle management only for retirees?

    No. Before retirement, these services free up your time and help keep spending aligned with your retirement goals. After retirement, they help manage spending and simplify daily financial life. The right mix depends on your stage of life.

  • How do concierge services fit into my broader financial plan?

    Because the same team coordinates your cash flow, tax, and investment strategy, every lifestyle service feeds into the bigger picture. Bill pay informs cash flow planning; property and payroll management tie into tax strategy. Nothing happens in isolation.

Finances Can Be Complicated

It is tough to find the balance between living for now and planning for the future, paired with the complexities of economic and life changes.


The Buttonwood Financial Group’s Family CFO services are specifically designed to help you manage your financial future based on your specific needs and goals.

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Ready to Talk?

Are you ready to explore the benefits of your very own CFO? Schedule a Conversation Today!

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