Business Consultation



As a business owner, you don’t need us to pontificate on the perception of risk vs. reward. You’ve ventured out because you have a vision for your career, in line with your passion. Congratulations on taking that leap!

Regardless of size, your business is creating value for your family, your employees, your community. Using our consultative model and fiduciary role, we can be your CFO, adding our strengths to yours - because you have other things to focus on.

Annual Calendar

Typically, this is the schedule we’ll follow if we’re doing a combination of consulting advice and investment management:

Third Quarter

  • KPI Review

  • Continuity Document Review

Fourth Quarter

  • End of year tax planning + options

  • Employee benefit review

    • Insurances

    • 401K

First Quarter

  • Prior year review

    • KPIs

    • Employment Policies/HR

  • Current year projections

Second Quarter

  • Insurance review:

    • Personal and professional liability

    • Cyber liability

    • Other

  • KPI Review