BILL PAY
Paying personal and business bills as needed. Dedicated specialist to be available for regular scheduled payouts or on demand for those spontaneous purchases.
STRATEGY AND OPERATION
Helping understand general spend and budgeting so that wealth can be invested and growing for future generations. Tracking to budget as spending needs change and discussing the impacts of purchases and changes as they happen personally or business.
IMPROVING PROCESSES
Creating efficient timely processes to make our services cost effective and provide information easy for family evaluation. Fine tuning or changing processes to be sure transparency in all aspects of money movement in and out are clear.
INVESTMENT MANAGEMENT
Working with Third party investors local and nationally to provide complete information in timely manner.