A Comprehensive Approach
Financial Analysis
deMeyenburg Financial Analysis and Planning identifies and capitalizes on opportunities to improve efficiency across operations and to grow businesses or organizations.
At Sunrise Greetings, Marc deMeyenburg spurred the greeting card and gift company to grow to more than 15 times its original size, achieving sales of nearly $70 million (2000-01 figures) until the company was sold to Hallmark. As Vice President of Analysis and Planning, Mr. deMeyenburg provided Sunrise with the information and systems that allowed for steady and rapid growth. One of his talents is the capacity to understand the relationship of various aspects of a business and to consider multiple facets of an issue when analyzing and solving problems.
Services include:
- Financial research and analysis (macro and micro)
- Financial forecasting
- Financial controls
- Change analysis and management
Financial Planning
deMeyenburg Financial Analysis and Planning provides comprehensive financial planning, advice, and education to individuals and families on a fee-only basis. Operating under Certified Financial Planner™ and Chartered Financial Consultant credentials, Marc deMeyenburg is independent and therefore focused not on sales but on educating and empowering clients (whose assets have ranged from zero to $1,500,000) to have more financial control and peace of mind.
Marc deMeyenburg’s practical and executive experience in business, in combination with an education that includes both the humanities and finance, has allowed him to offer his unique comprehensive financial planning services since 2001.
Services include:
- Financial goal setting
- Portfolio and asset allocation analysis
- Tax planning
- Insurance review
- Estate planning focused on reducing taxes and probate costs
- Financial coaching