Received raise within first year of employment • Invoice clients for payment procurement Complete proposal and report preparation • Provide meeting dictation • Manage multi-lined phones • Process client files • Handle various bookkeeping duties • Maintain project budgets • Manage basic Human Resources functions including recruitment and hiring • Provide support for and cultivate vendor relationships • Maintain general office organization and day-to-day functions

Financial planning is not what it used to be. If you’re in your 40s and 50s you probably don’t even think of that time down the road when you are able to dial back or change your career as “retirement.” You may refer to this next phase as the freedom to do what you want on your terms or to have financial flexibility. It’s that time when you want to slow down or move on to what’s next for you. How are you supposed to plan and save for retirement when you don’t even know what it’ll be? That’s where we come in. At Hutchinson, we help Bay Area professionals and closely-held business owners who are in the highest earning years of their careers make financial decisions to fund this desired flexibility. Through our comprehensive planning, we: • Identify what else you can do now and across the next 5-10 years to prepare your family (and your portfolio) for your next phase of life. • Help you navigate the impact each decision makes on your total financial plan, and guide you as your life presents choices to address. • outline what it takes to maintain your lifestyle as exit the fast track, and • Help you invest prudently to preserve and grow your capital. We are in business to deliver great advice that gives you the confidence you need to make decisions….all backed by a solid financial plan and sound investing. As an independent fee-only financial planning and investment management firm, our sole motivation is to help you secure your financial wellbeing and enjoy your life. Hutchinson Capital Management is registered with the Securities and Exchange Commission (SEC). Our goal is to preserve and grow the wealth of our clients, while exceeding their expectations for personal service. Typically, our financial planning and investing relationships start with at least $2 million of investable assets.

Holman Teague Roche Anglin, LLP focus' on real estate transactions and development, land use, climate change, and business law. The partners of HolmanTeague share a common philosophy - to create value for our clients by finding elegant and innovative solutions to complex problems. For us, the right answer is the one that achieves the clients' desired outcome with speed, predictability and efficiency. We are results oriented. For our clients, we understand that evaluating and taking risk is simply part of the business equation. Unlike many lawyers and law firms, we do not engage in the expensive task of identifying all possible risks and devising all hypothetical solutions. Instead, understanding actual risk is how we provide counsel. Our advice is designed to reduce risks, minimize cost, enable contingency plans, and achieve client goals. We offer advice based on our years of experience with California law, local regulations and our familiarity with those who create, apply and enforce the rules.

Glassberg, Pollak & Associates is one of Northern California’s most experienced law firms whose practice is dedicated exclusively to representing business and commercial clients in the collection of commercial claims and enforcing their rights as creditors. Our attorneys have over 100 years combined experience in litigating collection cases. We have a broad range of experience collecting for clients in all segments of our diverse economy. Examples of creditors we represent by industry include advertising, computer software, construction, equipment leasing, insurance, manufacturing, telecommunication and transportation. We pride ourselves in keeping our clients informed on the latest developments in their cases and in delivering efficient and cost effective legal services. Allow us to implement a collection strategy tailored to your business needs.

HVAC and plumbing design. California Title 24 energy compliance calculations, including building envelope, mechanical, indoor lighting and outdoor lighting.

MEREDITH, WEINSTEIN & NUMBERS is a legal services company based out of 115 WARD STREET, LARKSPUR, California, United States.

Maher Accountancy is a full service audit, accounting, tax, and business consulting firm located in San Rafael, CA.

Mahalo Digital is a full-service creative agency that serves B2B technology companies in the Bay Area. Our promise is to deliver the best digital experience for our clients: Authentic, innovative solutions built with an inspiring combination of strategic thinking, client service, and epic creative. At Mahalo Digital we honor the Hawaiian heritage of our name, which means Thank You. It also signifies deep respect, admiration, and praise. It resonates with us because that’s how we feel about our clients. And it’s the spirit we strive to foster between our clients and their customers.

BABIN & SEEGER, LLP is a company based out of 3550 ROUND BARN BLVD., SUITE 201, SANTA ROSA, California, United States.

Truax Design Group is a design company based out of United States.

For years, L H Harris CPA has been providing quality, personalized financial guidance to local individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements.

Certified Public Accountants serving the Bay Area since 1984.