“Because Doing the Right Thing Matters”
In leaving the Corporate world of Technology & Finance, it was important to me to make a positive difference for others by way of eagle-eye management of non-investment finances.
Not knowing what is in the bank, what bills are due next or even if one can pay the rent this month leads to anxiety and undo stress that isn’t fun for anyone. Restoring order to a small business, individual or family’s financial life can bring peace of mind and a sense of relief and it’s something we love partnering with clients on.
Having a “Forensic Financial Scientist” on your team is a financial win because we find money people they didn’t even know they had, and we’ve got the track record to prove it. It comes from reducing expenses, cutting out unnecessary spending and making smarter purchasing decisions.
And at the end of the day, this gives us great satisfaction knowing that we “Did the Right Thing, and it Mattered to Someone”.