Handled Concierge requires a fully executed Mutual Non-Disclosure Agreement (MNDA) before consulting with prospective clients &, in some cases, before engaging with third-party vendors when necessary to perform requested services. The MNDA legally prevents the disclosure of any non-public, proprietary or sensitive information that is shared, except when required by law. Furthermore, my MNDAs do not expire, ensuring your personal matters remain protected indefinitely. 

For data & device protection, I utilize enterprise-grade security architecture, meaning your electronic information is private, encrypted & logically isolated from external access. 

Handled Concierge operates outside of traditional business hours. Weekday updates, information triage & similar services are performed in dedicated administrative blocks each evening to prepare clients' updated schedules & alerts for the following day. Consultations, audits, weekly briefings & other services are conducted on Saturdays & Sundays. 

Clients are encouraged to share relevant information 24/7, allowing for seamless communication without the hassle of remembering to reach out during business hours. This convenience ensures that important details are captured whenever they arise. 

My core service is virtual, focusing on digital organization & remote lifestyle management. However, I evaluate in-person requests on a case-by-case basis. When agreed upon, I can handle in-person tasks such as light errands, site visits, contractor coordination, registrations, package returns, personal shopping, event setup, house sitting & more.

In addition, I maintain a trusted, exclusive network of local Alabama professionals to assist clients with physical space organization (River Region & Metro Birmingham), premium cleaning (River Region, including military bases), & artisanal bakery requests (River Region).

Depending on your tailored service agreement, these specialty offerings can be seamlessly integrated into your retainer, or I can provide a direct referral. 

I do not use AI for my Personal Schedule Administration service. Instead, I personally review the flood of incoming communications to capture dates, details & action items that impact your schedule, & I translate it into a clean, shared calendar you can rely on. 

My goal is to provide meaningful relief, real value & a service that genuinely improves your day-to-day life. I actively seek feedback & make adjustments along the way to ensure my support aligns with your preferences, priorities & evolving needs. 

If you’re ever dissatisfied, I welcome the opportunity to address your concerns & make things right. However, if you ultimately decide that my services are not the right fit, you may cancel in accordance with the terms outlined in your service agreement. 

My approach is simple: I want every client to feel confident they’re receiving value. If circumstances change, I will do my best to make the transition as smooth & accommodating as possible.