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Our Services at a Glance
Financial Foundations
A basic yet complete financial planning service, with the option of ongoing management.
Best if you:
- Are just starting out with a career or family
- Have a simpler financial situation, at any age
- Want to combine expert financial guidance with some DIY management
Personal CFO
Exactly like it sounds—the equivalent of hiring a CFO for yourself and your family.
Best if you:
- Are looking toward or nearing retirement
- Have a more complex financial situation
- Prefer full-service, concierge-style financial management
Business Transitions
High-level exit planning and execution that takes into account your company’s fate and your goals.
Best if you:
- Own your own company and are seeking to maximize its value at sale
- Are deciding if or how to pass a company on to the next generation, employees, or other stakeholders
- Need specialized analysis and consulting and/or transition planning and implementation help