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Our Services are designed to help clients create order in their personal offices. As we assume the responsibilities of research, bill payment, account reconcilement, filing, a myriad of financial tasks and special projects, clients are relieved of the stress and time commitment because we do the work for them.

Our process provides a framework and system to ensure that as our clients’ situations evolve, the record-keeping, monitoring and management of their finances are well–maintained:

  • Listening to our clients
  • Analyzing each unique situation
  • Creating and implementing a system for improvement
  • Communicating and monitoring on an ongoing basis
  • Coordinating with the client’s other advisors as needed*

* We are part of each client’s financial team and collaboratively work with their attorney, accountant, financial planner and investment advisor.