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SUCCESS STORIES
Strategic Planning
Strategic development, facilitation of strategic meetings, and strategic planning report for the Board of Directors and management of a California credit union.

Credit Risk Management Review
Comprehensive credit risk management program evaluation with recommendations and suggested best practices for senior management at a credit union located in the state of Washington.
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Do you have questions or doubts about the performance of your business or about how things are working?  Are you unsure about the best way to lay out your financial plans to reach your goals? Call us. We will analyze and focus on your situation so we can help you find solutions that meet your needs.
ADVISING FOR BUSINESS

Issues that arise at different times during the life cycle of a business can distract you from your priorities and take away precious time. With BigRock Financial, you have an advisor partner to assist you in resolving the issues that hold you back. Services cover two major areas, Business Planning and Risk Management. The focus is on solving problems and providing insights using proven analytical tools and techniques, then communicating solutions and recommendations in a manner that is easy to understand. Advising services are the navigating tool for your business.

Business Planning
  • Cash flow, liquidity analysis, bank financing
  • Strategic planning facilitation and development
  • Budgeting and projections
  • Receivables and inventory management
  • Equipment purchase
  • Operational issues
Risk Management
  • Internal controls assessment / fraud risk assessment
  • Credit risk and interest rate risk assessment
  • Operational risk assessment
  • Compliance risk and issues
  • Regulatory examination preparation (designed for financial institutions)
ADVISING FOR INDIVIDUALS

Financial decisions can have important consequences. The bigger the decision, the greater its impact is likely to be. To help a Client make an informed financial decision, it is necessary to understand a Client's goals and expectations within the appropriate context. BigRock Financial uses a Whole Client model that centers on trust, thoroughness, open communications, and confidentiality. The result is individualized analyses and personalized recommendations designed to help you make the financial decisions best suited to your situation at different stages in your life. Effective planning usually translates into savings that can be realized over time.

We assist our Clients in planning and problem solving situations, including:
  • Retirement planning 
  • College planning
  • Expense analysis and planning
  • Investment analysis
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Advising Photography: Waves and Rocks
Top banner: Shell Beach
Left side: Salt Point State Park, Salt Point State Park, Point Reyes National Seashore, Wright's Beach
Right side: Death Valley National Monument (Shawna Gannon)