How We Serve You


Financial Freedom

We provide your services where it best fits your needs.

We can come to your home or office and do the work there – either writing checks manually or using your computer to pay bills online that you approve. This is how we work with most of our senior clients.

We can do everything remotely in our office and provide you reports and status via secure, shared folders and email. This is how we work with our professional athletes clients.

Or, we can do a hybrid approach where most of the work is done in our office and we periodically meet to review reports and budgets. This is how we work with most of our busy professionals clients.

In our free initial meeting or phone call we will discuss the best approach for you. And if this needs to change over time, we can adapt!