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We are here to advise you on budgeting, cash flow, and all of your various endeavors, but most importantly we are here to TEACH you financial literacy.


"Give a person a fish, they’ll eat for a day. Teach a person to fish, they’ll eat for a lifetime."

-Italian proverb

  • Cash flow management and planning 

  • Account services – including budgeting, projection of expenses and accounting of revenue

  • Managing and monitoring check receipts and bill payments

  • Bookkeeping Services

  • Monthly financial reporting

  • Credit Repair and credit monitoring 

  • Coordination of Media Services

  • Incubator Services 

  • Supervision and submission of all insurance claims including home, jewelry, auto and medical etc.

  • Debt planning

  • Investment review in consultation with investment professionals

  • Obtaining insurance coverage in consultation with insurance professionals

  • Negotiation of real estate and major asset acquisitions

  • Estate planning in coordination with counsel

  • Arranging financing and specialty insurance for your luxury items

  • Charitable planning and private foundation review 

  • Income/ Salary  reconciliation includes contract review in coordination with sports agent

  • Household staff supervision 

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