WHAT WE BRING TO THE TABLE

FINANCIAL CONSULTING

 

Our financial consulting services consist of a tailored approach for both personal finance and professional finance. This includes financial consulting for organizations. Services include expense rationalization and minimization, financial needs analysis, financial sustainability and debt analysis.

 

For personal use clients, we additionally offer Cadmus Academy, our LMS course hub for a host of interactive financial improvement and literacy courses. In addition to the courses provided, we also provide custom needs analysis as it relates to personal debt minimization and asset maximization.

 

 

MANAGERIAL CONSULTING

 

Our managerial consulting relies upon a holistic understanding of both business and personal needs. Our managerial consulting extends far beyond the view of finance, and into operational sustainability, organizational growth and development, and Human Resource development.

 

The holistic approach seeks to focus upon structural sustainability and potential changes to allow organizations to have a platform for growth and future development.

LMS COURSES

 

Our unique approach to online learning and financial literacy is called Cadmus Academy. Here we explore a variety of personal finance topics in an on-demand course format. Individuals may pick and choose the courses of interest to their individualized financial journey, or elect to successively move through the entire library of courses offered.

 

In addition to this service, we provide the option and opportunity for individualized consulting based on any of these core courses. Through this we are able to provide an independent financial needs analysis, a targeted debt management and debt reduction strategy, and the ability to enhance personal and professional cashflow to allow for future investment.