Technology and Organization Support Made Simple

Clear, patient guidance for technology, money and everyday life.

Mission

Our mission at KSL Guidance is to help individuals and families make confident decisions with their money and technology by providing clear, unbiased guidance, organization, and hands-on support—so life feels simpler, safer, and more intentional.

Who We Are

Hi, I’m Kade — I am founding KSL guidance because I am passionate about working one-on-one with people to reduce stress around technology by offering clear, honest guidance and dependable support they can trust.

Who I help

I work with adults, retirees, and families who want:

• Help using and understanding their technology
• Support staying organized with online accounts and subscriptions
• A trusted person to call when things feel confusing or overwhelming

How I Help

1. Technology and Digital Life GuidanceHelp setting up and using phones, computers, TVs, email, and everyday technology — explained clearly, at your pace.2. Staying Organized & In ControlSupport organizing online accounts, subscriptions, passwords, and important digital information so nothing feels scattered or overwhelming.3. Ongoing Support & Peace of MindA trusted point of contact when something isn’t working, doesn’t make sense, or just feels stressful — so you’re never left figuring it out alone.

Disclaimer:

KSL Guidance does not provide investment advice, financial planning, or legal or tax advice.
All services are educational and supportive in nature. Clients should consult licensed professionals for investment, legal, or tax decisions.

Ongoing Services

Essential Guidance –
Monthly support for technology help and personal organizationOngoing Guidance –
Proactive check-ins, expanded support, ongoing assistancePremium Guidance –
Full-service guidance, family support, in-home assistance, and additional hands-on support + get included one-off services

One-off Services

  • New device setup and tutorial: $49-$199

  • Smart Home Planning and/or Setup: $199–$399

  • Advisor Audit: $199–$399

  • Full email cleanup, unsubscribing, and reorganization: $50-$100

  • Cost Basis Review: $99-$199

  • Retirement Plan Assessment (Roth Conversions, Required Minimum Distribution (RMD), Social Security+Pension, Budget analysis): Pricing varies on client situation and current service tier

Tiers

Essential Guidance - $99/mo
Monthly appointment, continuous email support, basic tech troubleshooting, accounts organization tips, scam awareness assistance, basic purchase guidance.Ongoing Guidance - $149/mo
Everything in Essential + quarterly investment performance review, scam/security review, subscriptions and services review, bank & credit card review, unlimited support via priority chat + email.Premium Guidance - $249/mo
Everything in Ongoing + annual life system audit, urgent chat support access, family and estate discussion coordination, unlocks in-home assistance availability for local clients, travel and transportation planning. Comes with 2 "One-off Services" provided every 6 months at no charge

Comprehensive Services Menu

Tech and Device Support

  1. Setting up passwords and two-factor authentication (2FA)

  2. Device setup (phones, tablets, computers, smartwatches)

  3. Transferring data between old and new devices

  4. Connecting to Wi-Fi and troubleshooting internet issues

  5. Updating antivirus, security software, and device firmware

  6. Backing up files, photos, and videos to the cloud

  7. Smart home device setup (lights, thermostats, cameras, locks)

  8. Syncing devices across multiple platforms

  9. Printer, scanner, and peripheral device troubleshooting

  10. Managing device storage and file organization

  11. Software installation and configuration

  12. Setting up email accounts and filters

Communication Support

  1. Using video calling apps (Zoom, FaceTime, Google Meet, Teams)

  2. Setting up and using messaging apps (WhatsApp, Messenger, Signal)

  3. Learning social media platforms (Facebook, Instagram, TikTok, LinkedIn, Twitter)

  4. Managing contacts and calendar events across devices

  5. Optimizing accessibility settings (text size, contrast, voice commands)

  6. Organizing chat and email threads for better communication

  7. Teaching best practices for online etiquette and security

Financial and Online Services

  1. Online banking and mobile app setup

  2. Subscription management and optimization

  3. Guidance on online shopping and purchase safety

  4. Tracking and organizing digital receipts and invoices

  5. Credit card and bank account review tips

  6. Scam and fraud awareness for banking, shopping, and email

  7. Budgeting and expense tracking app guidance

  8. Assistance with online bill payments and autopay setup

  9. Basic investment account monitoring and organization

Health and Lifestyle

  1. Telehealth or virtual doctor appointment guidance

  2. Health and fitness app setup and monitoring

  3. Setting reminders for medications or health tasks

  4. Travel planning support (itineraries, apps, navigation)

  5. Ride-sharing and transportation app guidance

  6. Digital organization for lifestyle documents (insurance, medical, travel)

  7. Meal planning and grocery app guidance

Data and Security

  1. Password management (generators, vaults, managers)

  2. Account and device security audits

  3. Guidance on phishing, malware, and online scam protection

  4. Safe cloud storage setup and sharing practices

  5. Device encryption and secure file transfer advice

  6. Parental controls and online safety guidance

Learning and Productivity

  1. Device and software tutorials (apps, programs, tools)

  2. Workflow and productivity setup (task apps, reminders, calendars)

  3. File and photo organization strategies

  4. Learning new apps or programs for work or personal use

  5. Tips for improving digital efficiency and minimizing distractions

  6. Automating routine tasks on devices and apps

  7. Integrating smart devices for better home and life management

Family and Estate Support

  1. Digital organization for multiple family members

  2. Coordinating shared account access and passwords

  3. Guidance on family tech safety and online security

  4. Estate or legacy planning digital organization (passwords, accounts)

  5. Organizing important personal documents digitally

Extras / Specialized Services

  1. One-time device setups or migrations

  2. In-home tech support for local clients

  3. Personalized tutorials on specific tools or software

  4. Travel and transportation tech setup (maps, apps, itinerary management)

  5. Emergency troubleshooting for urgent tech issues

  6. Recommendations for tech upgrades and optimizations