Services
Every engagement starts with a goal, not a task list. During intake, your situation maps to one of 15 named goal types in the Goal Library (GL), each a curated bundle of services drawn from our full menu of 113. You choose an outcome instead of picking through the menu.
Lite and Core start from a goal. Premium starts from you.
Lite and Core each build a package around one of the 15 goal types below. Premium is fully customizable: choose any of our 113 individual services and combine them however your household needs.
Lite
One goal, fixed package
Choose one goal type below. Tacitus builds the package around it and keeps it running.
- 5 active tasks / month
- 4 admin hours / month
- 10 tracked items
Core
One goal, reset quarterly
Choose one goal type and refresh it every quarter as your household changes, with a fuller set of services.
- 8 active tasks / month
- 8 admin hours / month
- 25 tracked items
Premium
Fully customizable
Skip the bundles. Combine any of our 113 services however your household needs, with a monthly reset option.
- 16 active tasks / month
- 16 admin hours / month
- 50 tracked items
The 15 goal types
Each card shows what Lite and Core include, with an example of the goal in action.
Household Stabilization
“Get control of a household that feels like it's running you”
Structure, closed loops, recurring workflow
Visibility, basic organization, and inbox control — know what you have, when it's due, and what needs a response
- Recurring bill inventory and due-date calendar
- Subscription monitoring and audit
- Inbox triage — household correspondence sorted, flagged, and acted on
- Open loop consolidation with one organized priority view
- Monthly obligation monitoring and digest reporting
Illustrative example
Priya and Dan were running two jobs, two kids and a household out of three inboxes and a drawer of unopened mail. By the end of the first month, every recurring bill sat on one calendar, two forgotten subscriptions were flagged, and a dozen nagging open items had become one short priority list.
Financial Clarity
“Understand exactly where the money goes and why”
Clean cash-flow picture with forward guidance
Monthly snapshot of income, outflows, and category overages with one clear action recommendation
- Monthly cash-flow review with category breakdown
- Spending category tracking and budget-to-actual monitoring
- Recurring expense analysis and waste identification
- Bill organization — payment-date map and late-risk identification
- Monthly digest with key observations and one clear action item
Illustrative example
Tomás knew the household was spending more than it should but couldn't say where. The first monthly review showed income, outflows and the three categories running over, along with one clear recommendation to act on first instead of a spreadsheet to interpret.
Savings Goal Achievement
“Build a plan to fund what matters and actually follow it”
Paycheck-paced contributions to a specific target
Single goal with a clean contribution plan and milestone tracking
- Goal funding plan with target, deadline, and monthly contribution schedule
- Recommended per-paycheck contribution amount and milestone calendar
- Savings milestone monitoring with on-track / off-track flags
- Administrative savings planning — adjusting obligations to free up capacity
- Seasonal expense planning to protect goal contributions
Illustrative example
Aisha and Ben wanted a down payment fund and kept missing their own transfers. Tacitus set the target and deadline, worked out a per-paycheck contribution that fit their real cash flow, and put milestones on a calendar, so every monthly digest showed exactly how close they were.
Eldercare Transition
“Manage the administrative weight of caring for an aging parent”
Appointments, prescriptions, insurance, family coordination
Scheduling, prescriptions, documents, and one family update email per reporting cycle
- Medical appointment scheduling and reminder management
- Prescription refill coordination and pharmacy follow-up
- Insurance card and document organization
- Family update email drafting — one clean summary to keep family informed
- Care-related admin coordination and provider contact log
Illustrative example
When Claire's mother began needing more help, the paperwork arrived before the plan did: Medicare notices, three new providers and a stack of forms. Tacitus mapped the providers and deadlines, tracked the authorizations her mother needed to sign, and gave Claire one calendar and one family update in place of a folder of letters.
Life Event Recovery
“Stabilize the household after a major disruption”
Post-death, divorce, job loss, hospitalization, or move stabilization
Immediate triage, outbound notification emails, and the 30-day priority action list
- Admin triage and priority sequencing — what to do first
- Institutional notification email drafting — one set of outbound letters for key parties
- Subscription and recurring payment review
- Deadline recovery planning with a 30-day action calendar
- Document gathering coordination and checklist
Illustrative example
After a sudden change in the family, Nadia's household had overdue notices, lapsing renewals and a dozen accounts that needed attention. Tacitus triaged what was urgent, drafted the notification letters, and put everything else on a dated 30-day action calendar. The first loops were closed within the week.
Administrative Reset
“Clear the backlog, close the open loops, start clean”
Inbox declutter, lapsed accounts, subscription cleanup
One-pass rescue covering highest-priority physical backlog and a basic inbox declutter
- Paperwork rescue — document sorting, priority sequencing, and action map
- Inbox decluttering — unsubscribe sweep and folder structure setup
- Account inventory and inactive account identification
- Subscription and recurring expense audit with cancellation recommendations
- Basic digital document vault setup — folder structure and naming system
Illustrative example
Owen had six months of unopened notices and a growing sense of dread. In one focused engagement the backlog was sorted, the items with real deadlines were handled first, the accounts he no longer used were identified, and everything else was closed or scheduled, so he started the next month clean.
Expense Optimization
“Reduce household spending without reducing quality of life”
Find and reclaim leaking money
Identify what to cut, document the savings, and provide cancellation guidance — client executes the changes
- Subscription waste review and cancellation recommendations
- Recurring charge audit — unexpected increases, duplicates, and billing errors
- Administrative leakage detection across tracked accounts
- Household bill organization — payment-date map and autopay review
- Optimization log reporting — savings created and documented
Illustrative example
Lena wanted to spend less without giving anything up. A review of recurring charges found overlapping subscriptions and a utility plan that had quietly repriced. Tacitus prepared the cancellations and the call notes, Lena approved each change, and the savings were logged in the monthly digest.
Insurance & Claims Resolution
“Stop leaving reimbursement money on the table”
Pending claims, denied reimbursements, billing disputes
Up to 2 active claims tracked; packets prepared; Tacitus coordinates documentation; client submits
- Claim status follow-up on up to 2 active claims
- Missing documentation identification and provider coordination
- Reimbursement packet preparation — form prep, record organization, attachments
- Claim timeline logging and status notes
- Insurance correspondence organization — denial letters, EOBs, and billing statements
Illustrative example
Sam's dental reimbursement had sat pending for weeks. Tacitus traced the delay to a missing itemized receipt, requested it from the office, resubmitted a complete packet, and logged every step so the follow-up never depended on anyone's memory.
Children & School Coordination
“Keep all forms, deadlines, and school communications organized”
Enrollment, immunizations, activities, school portals
One child, one school — forms, packets, key deadlines, and a weekly school email summary
- School form coordination and submission-ready packet preparation
- Child activity and enrollment admin
- School deadline tracking and reminder management
- School email and portal notification monitoring — flag and summarize for parent action
- Family schedule alignment for appointments and activities
Illustrative example
Three school forms, a field-trip payment and a soccer registration landed in the Hartleys' inbox in the same week. Tacitus pre-filled the forms from records on file, listed what was still missing, and put every deadline on the family calendar, so the parents signed once and moved on.
Relocation Management
“Handle the administrative avalanche of a move without dropping anything”
Address changes, utilities, vendor coordination, post-move cleanup
Checklist, address change list, and utility transitions — client coordinates vendors
- Move admin checklist and timeline
- Address change master list — financial, government, medical, school
- Utility transfer and cutoff/start scheduling
- Subscription and service address update tracker
- Document packet organization for the move
Illustrative example
With a move six weeks out, Jordan's to-do list ran to a hundred items. Tacitus built the timeline, scheduled utility start and stop dates, tracked address changes across accounts and providers, and kept a running list of what was left, so nothing fell through in the chaos.
Estate & Records Organization
“Get critical documents organized before they're urgently needed”
IDs, policies, wills, beneficiaries, digital inventory
Core documents organized and findable — IDs, policies, key records, and a basic digital folder structure
- Document categorization — IDs, insurance, property, medical, financial records
- Digital file naming system and basic folder architecture
- Expiration tracking for passports, registrations, and licenses
- Household admin archive creation for historical records
- Basic retrieval-ready physical and digital file structure
Illustrative example
Rosa realized that no one else in her family knew where the important papers were. Tacitus categorized her IDs, policies and records, set up a clear digital and physical filing structure, and added renewal reminders for the passport and registrations, so everything was findable in minutes.
Employment Transition
“Navigate the administrative complexity of a job change or job loss”
Severance, COBRA, unemployment, benefits enrollment
Paperwork organization and action checklist for the immediate transition window
- Severance and benefits paperwork organization
- COBRA and coverage continuity timeline with action checklist
- Unemployment paperwork checklist and correspondence organization
- New employer benefits enrollment checklist
- 30-day transition admin calendar — what needs to happen and when
Illustrative example
When Andre's job ended, benefit questions arrived faster than answers. Tacitus organized the severance paperwork, mapped the coverage timeline and enrollment deadlines, and built a 30-day admin calendar, so the first weeks were a checklist instead of a scramble.
Hospital Discharge Recovery
“Handle the administrative aftermath of a hospitalization”
Follow-ups, prescriptions, equipment, insurance billing, family coordination
Immediate discharge organization — instructions, appointments, medications, and one family summary email
- Discharge instruction organization in clear plain language
- Follow-up appointment scheduling and confirmation
- Medication tracker and refill coordination
- Insurance and billing correspondence organization — EOBs, statements, and notices
- Family action summary email — one clean update to distribute
Illustrative example
When Marcus's father, Robert, was discharged after a fall, the family had a stack of discharge instructions, three new prescriptions, and no clear next step. Within two days: follow-up appointments confirmed, a medication schedule built in plain language, insurance coverage confirmed for a walker, and Marcus's siblings updated with one shared summary instead of five separate phone calls.
New Baby & Household Expansion
“Build the administrative foundation for your growing household”
Insurance additions, pediatric scheduling, leave paperwork
Insurance, documents, and a calendar for the new arrival
- Insurance addition checklist — health, dental, and life beneficiary update
- Pediatric scheduling tracker and first-year appointment calendar
- Document organization for the new dependent — birth certificate, insurance cards
- Family logistics calendar setup for the new household structure
- Recurring needs tracker — feeding, medications, and first-year admin
Illustrative example
Between the pediatrician, the insurance change and the leave paperwork, Hannah and Leo's first weeks with their baby were mostly forms. Tacitus tracked the insurance addition deadline, built the first-year appointment calendar, and organized the new documents in one place.
Proactive Household Maintenance
“Stay ahead of obligations so nothing expires, lapses, or surprises you”
Ongoing monitoring, renewals, authorization tracking
Monitor and alert — Tacitus flags; client resolves
- Calendar and deadline tracking — all known renewals and due dates
- Renewal monitoring for policies, memberships, and registrations
- Monthly inbox scan — flag and summarize any deadline or renewal emails received
- Quarterly subscription review
- Operational Health Score monthly review and update
Illustrative example
Nothing was wrong at the Bennetts' house, and that was the point. Tacitus watched the renewal dates, warranty windows and document expirations, and flagged each item early enough to act, from the passport to the car registration to the homeowners policy, so nothing lapsed or surprised them.
Start with what's on your plate.
Tell us what's going on. We'll tell you honestly what Tacitus can take off it today.