Help Us Help You Tool

The HELP US HELP YOU tool is a key component of our services delivery. At the beginning of our engagement, we review your specific goals and together we define each task necessary to achieve these. Some tasks require your input - such as providing statements or reviewing unfamiliar transactions. Together we fill out this form, agreeing on deadlines for each task and who is responsible.

Our goal is to keep things simple and repeatable so that each task becomes part of our mutual standard operating procedure. On our end, these tasks are incorporated in our project management software, Asana, where we track tasks (weekly, monthly, annually) and the unique details of how these are handled for your organization. By laying these tasks out in an easy-to-understand chart we get the help we need from you to help you reach your financial goals.