Concierge - Services Offered

 

ProActive Financial Planning

Comprehensive Financial Planning

 

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Concierge Services Orange County California

"Your busy-ness is our business!"

Personal Services

  • Alterations/Clothing repairs

  • Appointments

  • Balloons/Party supplies

  • Banking Needs

  • Bill paying

  • Bookstore shopping/Library returns

  • Bringing you lunch/Supplies at work

  • Calendar Management

  • Catering

  • Checkbook balancing

  • Courier/Delivery Services

  • Carwash/Repair/Fill up with gas/Oil changes

  • Coupon organization

  • Decorating assistance

  • Disaster relief/planning

  • Dry Cleaner

  • DMV renewals

  • Entertainment arrangements

  • Family/High school  reunion assistance

  • Faxing services

  • Federal Express/UPS Services

  • Filing paperwork

  • Film development

  • Garage / Yard sale assistance

  • Gift Baskets / Flower Delivery

  • Gift Shopping & Wrapping

  • Grocery/Specialty Store Shopping

  • Holiday Assistance

  • Home/Home office/Closet Organization

  • Housecleaning/Carpet/ Window Cleaning

  • Household inventory assistance

  • House sitting

  • Ironing/pressing

  • Landscaping/Yard work assistance

  • Laundry services

  • Limousine bookings

  • Merchandise Returns

  • Mobile Notary

  • Moving in/out/ Unpacking/Packing assistance

  • New Mommy/Daddy/Nanny Services

  • Newspaper pickup/Delivery

  • Paperwork assistance/Organization

  • Party/Prom/Event planning assistance

  • Personal Shopping

  • Pet Sitting/Pet Taxi/Pet supply shopping

  • Pick up/Take kids to/from school, activities, etc.

  • Picnic baskets

  • Plant/landscaping care

  • Post Office/Shipping Needs

  • Prescription Pick Up

  • Property Inventory

  • Reminder services

  • Restaurant Reservations

  • Salon/Spa Appointments

  • Shoe/Jewelry repair

  • Singing Telegram bookings

  • Special Day Reminders

  • Senior assistance (appointments, meals, shopping)

  • Thank you cards/Invitation writing/Typing services

  • Telephone calls

  • Tickets (Movies, concerts, events)

  • Travel/Vacation Planning/Coordination:

  • Hotel & Resort Arrangements

  • Creative Weekend Getaways

  • Villa, Home & Condo Rental

  • Spa, Golf & Tennis Vacations

  • Translators

  • Performing Arts & Events

  • Children's & Spouses Activities

  • Limousine & Sedan Arrangements

  • Unaccompanied Minor Travel

  • Cruise Packages

  • Adventure & Safari Vacations

  • Passport & Visa Assistance

  • Private Drivers, Docents & Guides

  • Car & Van Rentals

  • Travel Security Assistance

  • Vacation Home Arrival Prep

  • Pet Sitters or Transportation

  • Video pickups/ Returns

  • Waiting for cable/Repair man at your home or office

  • Weather/Sports Scores/Flight Times

  • Wedding/Engagement planning assistance

 

 Business Services

  • Adult education classes

  • Adventure & Safari Vacations

  • Advertising and Design Services*Corporate Gift Buying • Computer Training

  • Agreements Delivered

  • Airfare, hotel & car rental

  • Airline Information and Reservations

  • Airport pick-up/drop-off

  • Airport Transfers

  • Anniversaries & Birthdays

  • Area Recommendations

  • Arrange for Cookies, Coffee & Fresh Flowers at Open Houses

  • Arrangements • Typing & Data Entry • Notary

  • Attorney Services/Courier/Service Courier/Court Documents

  • Auto Care

  • Auto Detailing and Maintenance Referrals (on-site where applicable)

  • Auto Rental

  • Automotive Services

  • Baby-sitting Services

  • Balloon Bouquets

  • Balloons

  • Banking Services (Deposits, Account Transfers, Wire Transfers)

  • Bar/Bat Mitzvah, Confirmation

  • Bartenders & Servers

  • Bed & Breakfast Information

  • Bill Paying • Filing & Organizing • Travel

  • Book & Music Searches

  • Book Tee-Times/Beauty Appointments

  • Bookstore

  • Breakfast & Lunch Meetings for 10 to 1000, Company Picnics, Holiday Parties, Personal Chef Services, Special Occasion Cakes

  • Business & Office Services

  • Business Assistance

  • Business Entertainment

  • Business product comparison

  • Business Referrals

  • Business Services Account Reconciliation

  • Business Travel Arrangements

  • Buying and selling

  • Calendar Management

  • Candies / Chocolates / Cookies

  • Car & Van Rentals

  • Car maintenance (wash, registration, detail, inspection, maintenance appointments)

  • Car Rental, Limousine, Special Transportation Services

  • Car Washing & Detailing

  • Card purchasing and addressing

  • Catering Management

  • Caviar / Salmon / Crabcakes

  • Championship Tournaments

  • Child/Elder Assistance/Referral

  • Children's Gifts

  • Children's Programs and Events

  • Children’s & Spouses Activities

  • Cities from a local perspective

  • City Calendar & Event Schedules

  • City Specific Information

  • City, County or State Document Delivery

  • Cleaning services

  • Client Appreciation Gifts, client travel and accommodation assistance

  • Client Entertainment, Charter Trips, Intern Programs, Receptions, Conferences, Meetings

  • Client Visit Coordination

  • Commercial Office Buildings / Corporate Office Parks Catering & Event Planning

  • Company Picnic / Holiday Party

  • Complaint phone calls/letter writing

  • Complete profiles on over 10,000 cities

  • Computer Generated Bill Paying

  • Computer Rental & Repair

  • Computer Training

  • Concert, sports & theatre, Special Event (any activity/event) tickets

  • Concession Tickets

  • Conference Gifts

  • Conference Materials

  • Conference Registration

  • Coordinating and meeting deliveries and suppliers

  • Corporate / Personal Gifts, Gourmet Foods, Theme Gift Baskets, Logo Items, Balloons

  • Corporate and Personal Travel

  • Corporate Events

  • Corporate Gift Purchases

  • Corporate housing search

  • Corporate Outings / Open Houses

  • Courier & Customized Service for Busy People

  • Courier/Messenger/ Delivery Service; UPS, Fed-Ex, US Post Office

  • Creative Weekend Getaways

  • Cruise Packages

  • Custom Invitations

  • Customized Private Tours

  • Daily Scheduling

  • Day Trips

  • Decorating Services

  • Decoration Rentals

  • Deliver lunch to a business meeting, employee luncheon or to a loved one after a hospital stay

  • Deliver or pick-up time sensitive packages or documents to/from clients

  • Deliver/Pickup golf bag to/from the airport

  • Delivery of court documents

  • Delivery of lunch for entire department

  • Delivery of Welcome Baskets

  • Desk Accessories

  • Desktop Assistance – business cards, flyers, brochures, typing

  • Dessert Trays

  • Detailing

  • Dictation, E-Mails, Faxing

  • Dining arrangements

  • Dinner recommendations, arrangements and reservations

  • Directions

  • DMV Services

  • Documentation / Data Entry

  • Domestic Staff Hiring and Supervision

  • Driving Directions

  • Dry Cleaning & Laundry (Alterations, Pick-up/Delivery)

  • Dry Cleaning, Shoe Repair, Salon Services ... and more

  • Editing/proofreading

  • Eldercare

  • Emergency order and delivery of supplies

  • Emergency Services Information

  • Employee Appreciation

  • Employee Recognition Gifts/Reward Programs

  • Engraved / Logo Items

  • Entertainment Arrangements

  • Envelope stuffing

  • Equipment Rental

  • Errand Assistance

  • Errand Services / Personal Shopping (hourly charges apply)

  • Errands of All Types!

  • Estate Planning

  • Event & meeting planning

  • Event coordination

  • Event Design & Implementation

  • Event Planning (Corporate and Personal)

  • Event Tickets

  • Event tickets for clients

  • Executive Retreats

  • Family and Class Reunions

  • Family Visit Coordination

  • Fashion Consultant Services

  • Fashion Shows

  • Fax Services

  • Federal Express/UPS Services

  • Federal Tax Preperation*

  • Federal Tax Record Keeping

  • Fedex/UPS/Post office package drop off

  • Filing

  • Find and deliver items that were left or lost on a flight coming home or flying out ( i.e. Laptop computer, luggage, phone)

  • Fitness Trainer & Massage Therapy

  • Flight Arrival & Departure Times

  • Floral Arrangements

  • Floral deliveries for valued employees

  • Floral Delivery Arrangements

  • Floral Displays

  • Flower, candy, gift delivery

  • Flowers & Plants (Blooming Plants, Fragrant Bouquets, Reception Area Arrangements, Lobby Decorations)

  • Flyer Boxes Filled

  • Food & Beverage Arrangements

  • Forget Me Not reminder service

  • Formal Wear & Costume Rentals

  • General Drop-off/Pick-up; dry cleaning, videos, film, pharmacy

  • General Research

  • Getaway ideas

  • Gift & Shopping Services

  • Gift assistance

  • Gift Baskets and Floral Delivieries

  • Gift Buying

  • Gift Certificates (service charge added)

  • Gift ideas

  • Gift return

  • Gift Services

  • Gift Shopping & Wrapping

  • Golf Tournaments and Tee Times

  • Gourmet Food Baskets

  • Gourmet Foods Bakery Goods / Breads

  • Grocery Delivery

  • Grocery shopping

  • Holiday and other party and event planning

  • Holiday Rush: Last minute purchases or assemblies

  • Holiday Shopping Help

  • Holiday Specials

  • Home & garden care

  • Home Organization

  • Hotel & Resort Arrangements

  • Hotel Arrangements

  • Hotel Recommendations and Reservations

  • Hotel Reservations

  • Hotels and B & B's

  • House Scouting and Rentals

  • House/ Apartment Sitting

  • Housecleaning

  • Housecleaning Referrals

  • Household Maintenance & Repair Referrals

  • Household/Domestic Outfitting

  • Information and local insights – Let us recommend activities that fit your clients/employees personality.

  • Information and local insights – Let us recommend activities that fit your personality.

  • Interior Design

  • Intern Programs

  • International Customs Advice

  • Internet & wireless services

  • Internet Access

  • Invitations

  • Invoice Review Service

  • Key Date Reminder Services 

 

 Business Services

  • Last minute errands

  • Last minute flight arrangements

  • Last minute travel arrangements; Car Rental, Hotel

  • Laundry & dry cleaning services

  • Legal fulfillment

  • Limos, Sedans, Motorcoaches, Vans, Airport Transfers, Auto Rental - Corporate Events/Charter Trips

  • Limousine & Sedan Arrangements

  • Limousine & Taxi Arrangements

  • Limousine / Sedan Service

  • Local & National Event Tickets

  • Local Experts

  • Locate Hard-to-Find Items

  • Los Angeles/Orange County Theme Gifts

  • Landscaping Services

  • Maintenance detailing

  • Major Event Packages

  • Management Meeting Planning

  • Massage Services

  • Meal Delivery

  • Meeting and Event Planning

  • Meeting Planning & Business Services:

  • Meeting Planning Assistance from the Local Experts

  • Meeting/Event/Tradeshow Planning and Assistance

  • Merchandise exchange

  • Merchandise Returns

  • Messenger & Courier Services

  • Monthly Account Summary Report

  • Movers & storage

  • Movie and event tickets

  • Movie Times

  • Moving and Relocation Services

  • Moving Arrangements/Storage

  • Moving Services

  • Multi Media/Audio-Video Arrangements

  • Musical Productions

  • Mystery shopping

  • Nanny & Babysitting Searches

  • New Mommy/Daddy Services

  • Los Angeles/Orange County Information

  • Nightlife

  • Notary Public

  • Obtaining bids and proposals

  • Off-Site Dining

  • Office help — clerical, filing, budgeting, organizing, cleaning

  • Office Supplies

  • Office Temp Work

  • On-line Customized Shopping Sites

  • On-site Breakfast & Luncheons

  • On-site Concierge Services

  • Open House Assistance

  • Opera Performances

  • Organizing Itineraries For Clients

  • Outdoor activities

  • Package prep and shipping

  • Packing & unpacking boxes during relocation

  • Party & Event Planning

  • Party and Event Planning - Bartender Services

  • Party Favors / Gifts / Prizes

  • Party ideas & planning

  • Passport & Visa Assistance

  • Performing Arts & Events

  • Personal & executive assistance

  • Personal Care

  • Personal Chef Services

  • Personal Fitness Training

  • Personal Research and Special Projects

  • Personal Security

  • Personal Shopping Client Gifting Programs

  • Personal Shopping Services

  • Personalized Requests

  • Pet care & dog-walkers

  • Pet Services

  • Pet Sitters or Transportation

  • Pet Sitting Referrals

  • Pet Sitting/Pet Taxi

  • Pharmacy/film/other pick up

  • Phone Message Services

  • Photo copying & faxing

  • Photographers

  • Physical Therapy

  • Pick up & delivery of tables & chairs or equipment

  • Pick up & drop off

  • Pickup your tux before that special day!

  • Picnic planning and supply

  • Picture Framing

  • Places to shop

  • Plane and Yacht Charters

  • Plant Maintenance Referrals

  • Plant, Art & Furniture Rentals

  • Post Office Needs

  • Posters & Memorabilia

  • Premium Event Tickets Attractions / Museums

  • Prescription Pick Up

  • Priority Access

  • Private Club Arrangements

  • Private Concierge:

  • Private Cooking Classes

  • Private Drivers, Docents & Guides

  • Private Wine Tasting & Lectures

  • Product research, comparison and analysis reporting

  • Professional Retreats

  • Professional Speakers

  • Promotional Materials

  • Promotional/lncentive Materials

  • Purchase items

  • Quick reliable quotes from potential suppliers

  • Realtor Services-open house assistance, cleaning staging homes, errands for staff

  • Receptions / Galas

  • Recommendations/referrals for household services, contractors, handy people, plumbers, house cleaners, painters, electricians…

  • Recreation Information

  • Referral of service providers

  • Referrals for household services: Contractors, handymen, plumbers, painters, electricians and more.

  • Relocation and Moving services

  • Relocation Help

  • Relocation services

  • Reminder Calls

  • Reminder Service

  • Removal companies

  • Rentals

  • Research & compare products

  • Research & Information

  • Research hard-to-find items

  • Research Project Help / Tracer

  • Researching vendors/products

  • Reservations & tickets

  • Resident Activities and Socials

  • Restaurant Recommendations and Reservations

  • RSVP List Maintenance

  • Sales Award Ceremonies

  • Salon Services

  • Salon/Spa Appointments

  • Security and Protection Services

  • Set up & breakdown of equipment for meetings/parties/seminars

  • Set up & take down holiday decorations

  • Set Up/Take Down Open House Signs

  • Settling-in services and orientation tours

  • Shipping & Storage

  • Shipping Services Hotel and Restaurant Reservations

  • Shopping/Returns/Exchanges; groceries, gifts, office supplies

  • Sightseeing tours

  • Singing Telegrams

  • Site Recommendations

  • Site Selection

  • Small Business Marketing Programs

  • Social & Recreational Activities

  • Source for ideas!

  • Spa Reservations

  • Spa, Golf & Tennis Vacations

  • Spas & salon suggestions

  • Special Day Reminders

  • Special Event Arrangements; dinner reservations, theater, concert or sporting event tickets

  • Special Occasion Cakes

  • Special projects

  • Specialized Chefs

  • Specialty Gift & Food Baskets

  • Specialty tours from a local perspective

  • Sporting & Special Event Tickets

  • Sporting Events, Concerts, Theater, Sold-out Shows, Championship Tournaments

  • Sports Lessons

  • Sports Scores

  • Spouse Entertainment

  • Staff Support

  • Stand in line at the post office for stamps or mail packages

  • State Tax Preperation*

  • State Tax Record Keeping

  • Stock Quotes

  • Storage

  • Symphony

  • Taking items for repairs

  • Team Building

  • Tee-time set up

  • Tee Time & Tennis Court Scheduling

  • Temp office help (proficient in MS Office; Win00/XP)

  • Thank You Notes

  • Theater and Entertainment Tickets

  • Theatre & Event Tickets

  • Theme Parks Travel & Transportation

  • Theme Parties

  • Themed & Musical Entertainment

  • Themed Gift Baskets

  • Ticket Purchases

  • Ticketing and Memberships for Sporting and Cultural Events

  • Total coordination of all errands; for example…pick up/drop off, furniture delivery and trades people coordination, merchandise exchange; just to name a few

  • Total delegation of all non- revenue producing activities

  • Total errand or task fulfillment in times of emergency

  • Track down hard to find products

  • Translators

  • Travel & Excursions

  • Travel Arrangements

  • Travel Coordination

  • Travel info & tips

  • Travel Security Assistance

  • Unaccompanied Minor Travel

  • Unique Gift Delivery Ideas

  • Unique Gift Wrapping

  • Utility comparison

  • Vacation Home Arrival Prep

  • Vacation or weekend getaway coordination

  • Vacation Packages

  • Valet Parking

  • Vendor Management

  • Vendor selection research

  • Vendor/prospect research

  • Vet appointments/pet taxi

  • Villa, Home & Condo Rental

  • VIP Arrangements

  • VIP Experiences

  • VIP Liaison

  • Volunteer opportunities

  • Wait at home service

  • Web Design and Maintenance

  • Wedding Coordination/Planning

  • Wedding Proposal Planning

  • Wine / Liquor / Spirits

  • Wine Concierge

  • Wrap, box up and ship holiday gifts

  • Yacht and Fishing Charters

 

 

If You Desire More Time to Pursue Life's Pleasures, Find Out How a Certified Financial Planner Can Help.

 

Click Here for more information on financial planning and The Financial Planning Center

 

Contact: ProActive Financial Planning

 

 

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