One Time Solutions

Sometimes you just want an answer.

We've put together worksheets and calculators that give straight forward answers to questions we've heard several times.

For more unique questions, we're happy to learn about your situation and work with you to find a solution.

Some recent examples of this application are:

One client asked us to review a dusty investment plan that his new financial committee had inherited. We worked with the organization to determine their needs and used our financial knowledge and nonprofit experience to update the document.

Another client asked us to review the investments in their endowment. We compared the investments to their investment plan and recommended some minor changes.