Our working methodology is very simple as we will customize our assignment to your specific needs.  We work very closely with attorneys, financial advisers and accountants to ensure that communication and strategic plans are developed, shared and are followed by all of your partners.  Our goal is to make sure you and/or your business achieve your overall “life plan” with good communication, risk management, and execution.

Current projects include:

  • Assisting a residential and commercial mortgage company
  • Improving cash flow and profitability of a light manufacturing company
  • Promoting an aviation startup company
  • Providing financial and management consulting services to high net worth individuals and families