Financial Harvesting® CFO Consulting Services

CFO Consulting Services for Businesses-here are some of the services we provide:

CFO Consulting Services for Business Owners & Their families-here are some of the services we provide:

Our goal during this phase of Financial Sustainability is to assist the owner, executive or employee to understand, through a review of their compensation, bonus arrangements, deferred compensation, pension plans and other retirement benefits, what cash flow is available from the compensation plans that currently exist.  This will allow the owner/executive to be in a position to take advantage of the compensation arrangements of the business.

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

Tax planning

Debt Management

Insurance Planning



Real Estate

Investment Planning

Divorce Issues (see

Social Security

Education Planning

For more information, go to:
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Has your CFO, CPA or Financial Planner discussed their approach to Financial Sustainability with you?

Perhaps they don't have one.

Financial Harvesting®
"Your Quarterback For Financial Sustainability"  

Financial Harvesting®
Los Angeles, California
City Of The Angels (in most cases)