LionsEdge Advisory

CPA • Advisor

Your Trusted Financial Advisor

What we Do

Consulting Services

Financial Coaching/Analysis

How can we help? Well, as a financial coach we help you discover, qualify, quantify, prioritize financial matters.  This can be anything from learning to manage your managers and direct your financial life to aligning your finances or  determining your financial goals and priorities.  A coach assists you in analyzing your current situation and provides feedback and knowledge on steps including tips for choosing a first rate financial team.  Our priority is to assist you in aligning with your personal integrity system and financial goals, to empower you to take the action steps right for you.

Conflict Coaching

We guide you through navigating the terrain of conflict. Conflict may be pre or post litigation. It is different for every individual, as is the situation producing the conflict.  We leverage prior experience as an expert witness, forensic accountant, financial mediator and years of conflict training to assist you in walking this most difficult and challenging path. 

Fractional CFO/Controller 

We provide services too small to medium size companies, we specialize in family run businesses, law firms, real estate, and family limited partnerships.  We assist with ensuring the smooth and efficient accounting of activity; managing accounting staff when appropriate, communicating with the legal team and tax team.  We assist with financial analysis; compare activity to key performance indicators, and provide clear communication of financial results.  We use our training in business valuation to assist with positioning the company for future valuation.  We strive for a clear understanding of  finances and implications of the proposed actions or concepts.  If it isn’t understood it can’t be appreciated as a problem, solution or alternative.  We strive to provide education, facilitation and communication leadership for company  finances.  We offer a basic assessment of accounting and financial management needs; based on that assessment we can define the statement of work for any on-going services or other financial projects, along with a fee range.  Numerous fixed fee packages are available depending on size, activity and need.  Contact us for more information!

Financial Mediation

For situations where a knowledge of finance is important, Loreine is a mediator and offers mediation services through  Mediate Finance LLC.  

Resources & Calculators

Financial Management Resources 

Rule of 72 Calculator

The rule of 72 is a quick approximation of what it will take for an investment to double at a given annual rate of return.                     What is the Rule of 72?

 

Monthly Payment Calculator

This simple calculator will approximate your monthly payment if you know the other variables, interest rate, loan amount, and duration.

Financial Definitions

Knowing financial terminology improves  your understanding and reduces the risk of important concepts being lost in translation.  Here is one list.

Tax Equivalent Yield Calculator

These calculators compare the returns of  taxable and tax exempt investments; and provide the equivalent of each. 

Nonviolent Communication

Nonviolent Communication: A Language of Life by Marshall B. Rosenberg

Discover how the language you use can strengthen your relationships, build trust, prevent conflicts and heal pain.

Money, A Memoir

Money, A memoir: Women, Emotions and Cash by Liz Perle

Ms. Perle takes us on her money ride, while  providing the insights of psychologists, researchers, and more than two hundred ordinary women.  A classic. 

Get It Together

by Melanie Cullen

Organize your records: Tracking estate planning documents, etc.

360 degrees of Financial Literacy by AICPA

360 degrees is a nonprofit financial literacy program sponsored by the American Institute of CPAs.  There are numerous topics of discussion and a full page of calculators. 

“Money is a tool. Used properly it makes something beautiful; used wrong, it makes a mess.”

– Bradley Vinson

 

“There are people who have money and people who are rich.”

– Coco Chanel

 

“It takes as much energy to wish as it does to plan.”

– Eleanor Roosevelt

 

About Us

To learn more about us click the link above, to contact us through our website please complete the contact form.  Thank you!

 

info@lionsedgeadvisory.com

By Request

Fort Collins, Co 80528

By Appointment

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