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Our Clients


Our core offering, Personal Finance Project Management™, is a way to provide high-end but practical service to business executives and engineers.


Our services are excellent for people who want to maintain oversight, be a stakeholder, but don't have the time or interest to manage their finances.

We provide project-based service. Every interaction with a client is considered either a "sprint project" or a "core project." Project-based services ensure that things get done. 


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