BUSINESS MANAGEMENT

The core of what we do is business management. It sets the framework to accomplish your goals. Our Services include (but not limited to):​

  • Bill Pay Oversight

  • Monthly budget/ cash flow analysis

  • tax prep of personal/ corporate taxes

  • Payroll for employees/ all staff

  • bank account MAINTENAnce

  • Review meetings on monthly, quarterly, and annual basis

  • Service provider/ vendor negotiation

  • Bank account maintenance/ reconciliation

  • Pros vs. Cons analysis of potential financial decisions

  • Monitoring all other financial/investment accounts

 

2. FINANCIAL SERVICES

financial planning and wealth MANAGEMENT is our expertise and what sets us apart. services include (but not limited to):

  • ​Wealth MANAGEMENT and investment guidance.

  • private investment guidance and due diligence review.

  • Retirement planning and financial planning (real estate, pension, 401k, other accounts).

  • Estate planning (living trust, legacy trust, wills, etc.).

  • business succession planning

  • Insurance/ risk planning (all areas).

  • Revenue/passive income generating ideas

  • Philanthropy and charity planning

  • college planning for children

 

3. STAYING ON TRACK

getting to our destination is our goal. we ensure staying the course by doing the following… (but not limited to):​

  • periodic reports on account balances, progress and next steps.

  • accountability texts and phone calls regarding budgeting.

  • changes to financial plans as life changes occur.

  • business development meetings

  • consistent ALIGNMENT meetings with team and/or family.