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.