We provide personal services to individual clients going through a complicated process like business sale or divorce, to provide documentation to third parties like banks or government, maximize the financial potential of life’s financial opportunities like salary, employee benefits or investments. Also, we help make complex processes simple, especially when facing the challenge of mental and technological overload.

To maximize the value you receive, it is important to first identify and prioritize among these general service categories. It might be useful to use this as a checklist. Pricing and Client Agreement are also online. Then contact us for a free initial consultation.

Checklist of services

The tasks required are typically divided into the categories listed below in checklist format. Again, it is important to identify and prioritize those that will give greatest value.

FINANCIAL MANAGEMENT

INVESTMENT SERVICES

RECORD KEEPING

BUSINESS SERVICES

THIRD PARTY REPORTS

TAX SERVICES

ADVISORY

COACHING

DIVORCE

RETIREMENT

ESTATE