Our Process

Workflow

01.Inquiry

When you contact us, we will have a brief discussion regarding your needs. If we both feel that working together may make sense then we schedule an initial consultation.

02.Initial Consultation

This is to gather enough information to determine whether we are a good fit to work together. By the end of the meeting or shortly thereafter, a proposal will be created that includes a fee estimate.

03.Data Gathering

We wil start collecting data needed in order to begin formulating your financial plan. We will provide a list of measured information on variables of interest for your approval.

04.Analysis & Goal Setting

After receiving requested information, we will begin to review and develop you custom financial plan. If necessary, we will contact you to clarify your financial goals and objectives.

05.Plan Formulation

We conclude our research, analysis and then finally present your financial plan which typically includes a copy of the analysis, summary of conclusions and the action plan.

06.Implementation & Follow Up

At the conclusion of your plan presentation, we can discuss the various options for implementing the plan. We will facilitate in the implementation to further examine any additional issues.

What We Do

Services

Financial Technology

We integrate IT infrastructure and financial servicing facilities, simplifying the complexity of running both administrative tasks.

IT Development

We perform or facilitate in both administrative support and information technology research and development

Network Management

Along with IT research and development, we provide network management and web hosting services to optimize your back office tasks

Acquisition

We provide media acquisition & marketing functions including Internet traffic and media buying services, affiliate marketing, and e-commerce.