In addition to my coaching services, I started my own business management firm, Summit Financial Management, over two decades ago. We pride ourselves in helping clients streamline the day-to-day financial operations in their personal lives and family offices. Believing that “one size does not fit all,” the team at Summit creates a unique, customized approach depending on our clients’ needs.
Whether working with high-net-worth individuals, athletes, entertainment professionals, multi-generational families, young professionals, or busy executives, we have become a trusted and proactive part of their professional service provider team.
Our services include, but are not limited to:
- Bank reconciliations and banking assistance
- Bill paying and deposit processing
- Charitable planning
- Creating financial objectives and goals
- Financial statements
- Insurance coordination
- Investment coordination
- Medical and insurance reimbursements
- Overhead budgets and cash flows
- Payroll coordination
- Tax and tax planning coordination
Our goal is for our clients to have time to work on other projects and passions in their lives apart from work, while feeling secure in knowing they have a complete and seamless financial team in place.
