Ad Hoc Analysis

If a decision, plan, or project involves finance and math, we can help.


Some of the issues we have helped clients with include:

Refinancing mortgages

Buying or renting a home

Buying, leasing, or renting a car

Choosing between Roth and traditional IRAs

Converting a traditional IRA to a Roth IRA

Investing in private deals

Buying and funding a vacation home

Short- and long-term budget analysis

Prospects and prudence of portfolios held elsewhere


We like solving problems. Especially if they involve finance.