Cash Flow and Budgeting

A strong financial plan starts with a solid budget.  Once you understand where your money is going, you can consciously re-allocate your dollars to those things that are most important to you.
      
Once you’ve completed the initial budget process, we will then:

• Analyze your expenses and identify areas you may want to address.

• Review your debts to see if we can refinance or renegotiate them to reduce your monthly outlay.

• Assist our business owners in the financial valuing of client-owned companies.

• We facilitate buy/sell agreements for our business owner clients that helps them in their transition and estate planning.