Our individual services are designed for the up & coming business owners but the practices can be a great match for high net worth individuals as well. As newly successful business owner, you're being faced with all sorts of new financial implications. Our services get you organized and strategized for the future. For individuals with a high net worth, you are very busy with maintaining your online presence, attending meetings, and running your business. The last thing you need is to be bogged down with logistics and other elements of your business that divide or take away from your time.
Personal Financial Manager
If you’re a business owner or individual who is experiencing success for the first time, you face financial issues that you've never had to deal with before. You actually have money to pay off debt, save for retirement, and even some extra to have fun, but where do you start and how do you execute? Our team of Personal Financial Managers provides you with expert financial advisory, management, and planning so that you can organize, plan, and execute your long-term and short-term financial goals concurrently. Our effective Personal Financial Manager service not only helps you manage your wealth now and plan for the future, but preserves your wealth to ensure that your hard work will be passed on according to your wishes. It’s time you had comprehensive financial support tailored for growth and protection.
Our Personal Financial Manager service provides you with routine personal financial statements, a net worth dashboard, and total account aggregation. We will pay your bills, open and close accounts, and provide cash flow management and planning.
Personal Account Manager
For the up & coming business owner or high wealth individuals/families, managing your financial assets and liabilities is far more complex than the average individual or family. It can be a complete headache, especially when it comes to the end of the year. Our Personal Account Manager service will manage and aggregate all your accounts, categorize transactions, and deliver a complete financial picture for you at the end of the year ready for your tax return. Our Personal Financial Manager service provides you with the security of knowing your accounts are being watched after and that all possible errors or fraudulent activity are being flagged and remedied immediately.
With our Personal Account Manager, all of your assets and liabilities are aggregated so that we can provide you with a complete net worth & performance dashboard. Our Personal Account Managers know what you need to do your taxes each year, and we'll send you home with a nice organized tax folder at the end of the year that will put you in the front of the tax line!