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We serve as part-time or full-time interim CFOs, or work on a project basis to find solutions during periods of transition or critical need. Clients are typically closely held and/or managed, with our direction received from the CEO, owners, or the Board of Directors. We often work closely with executive managers to identify and resolve key issues and develop financial strategies supporting long term objectives.
Guided Solutions connects with clients at every stage of their life, from renters insurance for their first apartment, home insurance for a newly purchased home, to running a business, all the way through their Medicare needs.