tag: ANALYZE. ACCELERATE. ACHIEVE.

As a young professional in her late thirties, this high-net-worth executive at a San Diego based advertising company was tired of worrying about her finances. Trying to balance her high powered career, family and finances was starting to put a strain on her personal life. She wanted to spend her free time with her family and friends, not paying her bills and stressing about her banking.

She initially hired TAG to provide accounting and financial management services related to a large inheritance, applying a controller-level's financial insight to managing the family's personal wealth. TAG quickly simplified her financial life and came to the rescue with bill pay and vendor management services. The program included providing weekly checking account reconciliation, budget analysis, monthly cash flow reports and quarterly personal financial statements so the mother of one could adjust her spending accordingly. TAG also provided needed and timely information to the client's various financial advisors and attorneys.

"TAG provided me and my family with complete financial peace of mind," said the advertising executive. "My credit scores have risen substantially since we hired TAG two years ago and they have really helped to simplify my life. Their personal level of service and responsiveness is unmatched, even responding on short notice and on weekends when we needed help with a credit card or banking issue. I know I can depend on TAG to keep my finances in order."

TAG's team approach brings consistency, accuracy and stress-reduction to their high-net-worth clients. The team of skilled professionals strives to provide clients with the confidential services and reporting they need to maintain financial peace of mind.


Testimonials› Family CFO
Testimonials ›› As a young professional in her late thirties, this high-net-worth executive at a San Diego based advertising company was tired of worrying about her finances. Trying to balance her high powered career, family and finances was starting to put a strain on her personal life. She wanted to spend her free time with her family and friends, not paying her bills and stressing about her banking. She initially hired TAG to provide accounting and financial management services related to a large inheritance, applying a controller-level's financial insight to managing the family's personal wealth. TAG quickly simplified her financial life and came to the rescue with bill pay and vendor management services. The program included providing weekly checking account reconciliation, budget analysis, monthly cash flow reports and quarterly personal financial statements so the mother of one could adjust her spending accordingly. TAG also provided needed and timely information to the client's various financial advisors and attorneys. "TAG provided me and my family with complete financial peace of mind," said the advertising executive. "My credit scores have risen substantially since we hired TAG two years ago and they have really helped to simplify my life. Their personal level of service and responsiveness is unmatched, even responding on short notice and on weekends when we needed help with a credit card or banking issue. I know I can depend on TAG to keep my finances in order." TAG's team approach brings consistency, accuracy and stress-reduction to their high-net-worth clients. The team of skilled professionals strives to provide clients with the confidential services and reporting they need to maintain financial peace of mind.

Testimonials› Family CFO