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Business Management Consulting Services

Here are some of the services we provide:

As your family grows and matures, your needs change. Even though every family is somewhat unique, their are common goals which need to be tackled when it comes to financial sustainability services for families. Our goal is to help your family to achieve those goals. We approach each family with an awareness of the special family dynamics which exist. As a holder of a Masters Degree in Conflict Management, a Certified Mediator (L.A. County Bar Association) and the founder of the Mediation Committee for the California Society of CPA's in Los Angeles, we are well aware of the conflicts which can exist in families. We therefore take this awareness into each family financial planning engagement.

Specifically, here are some of the services we can provide to your family:

Risk Management

Debt Management

Insurance Planning


Estabishing Credit
Credit Restoration

Real Estate
ortgages and Re-Finance  

Investment Planning
Capital Gains 
Risk Tolerance 

Divorce Issues (see www.FinancialSheriffs.com)
Division of Assets
Asset tracing 

Social Security

Education Planning 

Has your Bookkeeper, Business Manager or Office Manager discussed their approach to Financial Sustainability with you?

Perhaps they don't have one.

Bookkeeping Warriors(sm)
"Its A Financial Jungle Out There"