One-time Service
Wealth Check
Do you know how your investment portfolio is doing? All too often, we are too busy with our day-to-day lives and neglect our financial well-being. That is why we started the "Wealth Check", a one-off project where our expert team members perform a comprehensive analysis of your financials and provide you with a detailed report. Our team will review and explain the findings to you. The Wealth Check service provides clients with a first-hand experience in working with us, allowing us to demonstrate our capabilities and expertise.
Retainment Service
Wealth Monitor
The "Wealth Monitor" service is an on-going project that is useful for clients that require analytics and reporting on a regular basis. Our expert team assesses the situation with the client and determines the appropriate reporting tools to best meet the client's need. The assessment, reporting, and review time frames are generally quarterly, semi-annually, or annually. Each assignment is individualized to the client's specifications and requirements. With this service we are effectively providing our clients with their own CFO.