We offer 3 types of services: Education, Advisory and Consulting.


Aspen Capital Fund offers education and strategy critical to understanding financial management:

Reading financial statements
Understanding key financial terms and concepts
Sharpen decision making skills
Understanding the four main financial statements.  (1) balance sheets; (2) income statements; (3) cash flow statements; and (4) statements of shareholders’ equity


Let us help you understand and improve your decisions to improve your position as a business owner.

Most of our clients are relying on their business to become the source of financial security, and long-term planning.  Therefore, we know it is practical for Business Owners to have most of their wealth and finance in the companies they own/operate.

We help make it possible for individual and family owned businesses to plan for and improve their financial situation.


We offer financial specialist services to help with capital acquisition and operating budgets.   We can help with capital acquisition plans and provide necessary small business financial consulting.  We can fill financial expertise needed to satisfy financial investment from Angels, venture capital or banks. We can set up your Quickbooks, find and interview a bookkeeper, review monthly or quarterly financials, aid with tax preparation, communicate with the bank, and much more.