Purpose
Roles
Goals
Controls
Project Management
   
Experience with Roles/Goals
Audits of Roles/Goals
Software for Roles/Goals
Article Explaining Roles, Goals, Workflows, Cash Flows, and Controls

Purpose

Tracking Advisory Team Roles, Goals, and Controls online Using the Virtual Taskmaster

Maintaining Controls to Focus Advisers on Clear Roles, Goals, Workflows, and Cash Flows.

 

Voorhees Family Office Services, Inc.
695 Town Center Drive, Suite 700, Costa Mesa, CA 92626
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