We are your Efficiency Strategists

By constantly monitoring cash disbursements against a budget, tax-deductible vs. personal expenses, and the performance of money market funds, investment advisors and other outside investments, we can help you identify areas of potential financial inefficiencies in your life. It's not unusual for us to save a client up a 5% of their annual income or liquid assets with time-proven efficiency techniques. We bring the collective experience of helping numerous people just like you make the most of the money they have or the money they make.

But perhaps the most important thing we give our client is their own time back. As you get older and life gets more and more clustered with deadlines and obligations, the last thing you want is to spend your precious time on the daily obligations that are important, but can be independently managed for you. By having all of your financial concerns managed by eobm, you will have the time to spend on either your family or building your business by concentrating on what you do best.