Services
Wealth Management
Financial Planning
Business CFO & CGO Services
Individual/Family Wealth Management & Financial
Planning Services
Every situation is unique, there for we spend time making sure you are heard, goals are outlined, and we get you to the to and through all of life’s financial phases! What makes us different? Our goal isn’t to cut out things that you enjoy and implement restrictions so you can reach retirement – we help you save systematically, tax efficiently, and truly increase your wealth and household revenue.
- Becoming your household CFO – guiding decisions with you
- Financial Habits/Budgeting/Automation
- Goal Based Savings
- Reviewing and Understanding your current position and aligning with your goals.
Individual Coaching
Ever dream of starting a business or an additional steam of income? Not know where to start? You’re not alone, we’ve helped several individuals and families become business owners and entrepreneurs! Whether it’s the very first steps of idea generation or executing the plan – we can guide you from start-up to profit!
- Starting a Business or Side-hustle
- Negotiating Salary Increases
- Real Estate Investment/Planning
Chief Growth Officer Services
Profit Improvement Planning and Restructuring
When your bottom line needs improvement, Human Capital can provide an objective view of your company’s needs and where changes can be made without jeopardizing your company’s vision or values.
- Cost analysis and reorganization support
- Expense reduction programs
- Vendor analysis and negotiations
- Outsourcing analysis, planning and implementation
- Alternative scenario modeling and sensitivity analysis
- Staff Development
- Mentoring and coaching for your current accounting department
- Training on best practices where needed
CFO Consulting Services:
We provide part time, interim, and project-based financial expertise to small and medium-sized businesses. In general, the work they do is focused on business and financial strategy; We know how to use the tools of accounting and finance to help business owners make the best possible decisions.
We will help you set up your company’s financial processes correctly will save time and prevent headaches down the road. Let us help you set up your business correctly from the beginning.
- Financial discipline and controls that really work
- Business plan creation and update
- Appropriate procedures and processes
Business Modeling, Forecasting, Metrics and Analysis
How do you know if your business is on-track? We can help with planning, modeling and forecasting, and then measure the progress using metrics designed around your company’s needs.
- Business plan financial projections and forecasting
- Budgets and tactical operations estimates
- New business or product modeling
- Financial model creation and sensitivity analysis
- Business/Product modeling and analysis
- Business metric development
- Cash Management, Treasury, and Banking
- Appropriate procedures and processes
We can track where the money goes and help you manage the flow of cash.
- Cash flow analysis
- Establishment and/or review of banking relationships
- Analysis of cash management, fees, and costs
- Loan and credit line negotiation
- Metrics and monitoring tools
Exit and Contingency Planning
What happens when you sell your business? When do you want to retire? The majority of the time, this is a complicated process that you need to practically prepare for – we can help!
- Buy/Sell Agreements
- Exit Planning/Tax Mitigation
- Sale or Transfer of Assets
- Retirement Planning
- Retirement Accounts for both owners and employees