Strategic Financial Planning Services

We strongly emphasize strategic financial planning and financial management efforts with thorough analytical work supporting each aspect of our financial advisory engagements. Our proprietary software applications and analytical tools enable us to give you customized analysis and information.

  • Capital improvement plan analysis.
  • Multiyear financial planning.
  • Peer comparative analysis and review.
  • Debt capacity modeling.
  • Debt portfolio surveillance.
  • Potential refunding opportunities analysis.
  • Pro forma modeling for revenue and economic development projects.
  • Cash flow forecasting.
  • Investment management.
  • Swap/derivative evaluation.
  • Financial policy analysis and development.