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Financial Sustainability Services For Families

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



Real Estate

Investment Planning

Divorce Issues

Social Security

Education Planning 

Has your CFO or CPA discussed their
approach to Financial Health with you?

Perhaps they don't have one.

CFO's Online!
"Your Quarterback For Financial Health" 

CFO's Online(sm)
Part-time CFO's For Small Businesses
101 First Street, #395
Los Altos, California 94022