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.

Our Location

RTJ Financial Management, Inc.

201 Wilshire Blvd.,

3rd Floor,

Santa Monica, CA 90401

Phone. 310-587-3370

Fax. 310-943-1585


Contact Us