The process for our work is to first learn the facts about your financial situation. Then prepare a cash flow analysis that will tell us interesting facts and expose cash flow issues, tax issues, and potential catastrophic loss issues. We will then make our recommendations for your consideration.

  • Fact Finder / Meeting
  • Cash-Flow Analysis
  • Discovery of Tax and Catastrophic Exposure
  • Recommendations / Meeting (1 or more)
  • Implementation / Meeting