Tiller Concierge Service Pilot

News from Tiller
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Too busy to use Tiller? Feeling stuck? Dive into the new year in command of your money.

Tiller is piloting a concierge service to help you clarify your goals, track your spending, and realize financial clarity. A Tiller team member will meet with you, learn what’s important to you, and do the work to track your income and spending. You will receive regular reports and helpful analysis from your team member to know what’s happening with your money and to feel equipped to achieve your goals.

There are limited slots available in this pilot. Learn more and apply here.

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That’s awesome. I know lots of folks will utilize this

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This is an amazing idea! I feel like its equivalent to hiring someone to clean your house so that you can focus on more important things (if you don’t have time or don’t enjoy getting into the details of your money)… but actually will most certainly save people money since they have more clarity into their finances.

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I have been using tiller for three years and think it is terrific. I would absolutely love to work with some guidance to improve what I’m using it for. Please select me! I have also used the link to respond to the survey.

I use it for personal budgeting with the traditional envelope method.

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This is so great - could we use this to learn more about how to use the reporting tools? None of my trackers have data in them and I have 2 years worth of transactions. I’m definitely doing something wrong.

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sounds great!
BUT,
I just need somone for one month - to get me moving in the right direction - and I’m not sure about that price… my check book is not sure about the price. :frowning:

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Great idea, but I’m a little confused. Is it a three month program only? (I looked at the application and saw that wording.) Or can someone sign up for this on an ongoing, monthly basis?

Thanks!

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Yes, @michaelalliman2025 this is a three month pilot, and from there we’ll decide what’s next.

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Thanks everyone for the energy, ideas, and positive response. As a pilot, we’re eager to learn more about the value that participants receive from this service. Those learnings will inform whether and how any elements of this are included in future offerings to Tiller customers.

We are closing the applications for the pilot because we have sufficient interest to proceed. We wish this could be open to everyone, but we plan to start with a small cohort. Everyone who completed the application will hear from us this week with an update. Thanks all!

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