Meeting your most pressing issues head-on and creating solutions that get the job done.
Services
Business Processes
Core Business Operations
Corporate Structure
Donor Relations Advisory
Exit Strategies
Financial Modeling & Valuation
Financial Planning & Analysis
Fundraising Framework & Policies
Philanthropy
Project Analysis & Management
Small Business Suite Services
Transaction Evaluation
Meet our partner, HarrisFin.com.
Explore Ways to Maximize Your Financial Efficiency with a Trusted Fiduciary Advisor.
The Process Specialist partners with its sister entity, Harris Financial Consulting, PLLC, afee-only fiduciary Registered Investment Advisor (RIA), to provide extensive financial consulting and comprehensive investment advisory services to clients in compliance with financial services and securities industry regulations.
Some of our most valuable financial services include:
Investment Policy Statement (IPS) drafting, review, and implementation
Retail, Corporate, Accredited, and Institutional Securities Investment Accounts
Trust, Foundation, and Endowment funding and portfolio management
Retirement Account selection, funding, and advisement
Financial planning for entrepreneurs and business owners
Business owner retirement advisement
Financial consulting and advising services provided by Harris Financial Consulting, PLLC, may run concurrently to corporate consulting services offered through The Process Specialist, LLC, as determined by your assessment and detailed in your proposals and agreements.
TheProcessSpecialist.com and affiliates do not provide legal or tax advice or services. Consult your trusted legal and tax professionals for information regarding legal queries and tax advice. Consulting contracts and services will vary.
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