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Empowering Your Workforce with Financial Planning Services

Private Wealth Management New Orleans, LA deMAURIAC Financial Consulting & Wealth Management

Customized Employer-Sponsored Retirement Plans

Help your employees thrive — Boost engagement and retention with tailored financial solutions

What's included?

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services include:

  • Initial discovery/consultation
  • Tailored plan design that suits your company and workforce needs
  • Retain top talent with competitive executive benefits packages
  • Advisory support for key executives to plan for their future financial security
  • On demand fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
  • Concierge client services and ongoing support to ensure compliance and best practices
  • Education sessions to boost employee participation and engagement

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A young Asian woman with rhinestones on her face looks at the camera while holding her hands to her head. New Orleans, LA deMAURIAC Financial Consulting & Wealth Management

Outsourced CFO Services

Strategic financial guidance to drive your business forward

Managing your finances effectively is key to sustainable growth—but not every organization requires a full-time CFO. Our Outsourced CFO Services provide you with the strategic insight and financial expertise of an experienced CFO on a flexible basis, allowing you to make informed decisions without the overhead of a full-time hire.

What's included?

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outsourced cfo services:

  • Initial discovery/consultation
  • Financial strategy & forecasting
  • Budgeting & cost management: Create budgets that align with organizational goals and identify areas for resource allocation and cost optimization, boosting profitability.
  • Fiduciary financial advice from a dedicated CERTIFIED FINANCIAL PLANNER™
  • Financial reporting & analysis: detailed financial reporting, key performance indicators (KPIs), and analysis to help you understand your financial health and identify opportunities for growth
  • Concierge client services & unlimited email support
  • Capital management support

Need expert financial leadership without the cost of a full-time CFO? Schedule a consultation today and learn how our Outsourced CFO Services can support your growth goals without breaking the bank. Available on annual subscription or project-based pricing. 

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Hourly/ Project-based Consulting New Orleans, LA deMAURIAC Financial Consulting & Wealth Management

Employee Financial Wellness Programs

What's included?

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increase productivity through financial well-being

  • Interactive workshops covering budgeting, saving, investing and other topics to boost financial wellness of your employees
  • Personalized consultations to address individual financial concerns
  • Resources that help employees take proactive steps toward financial security
  • Concierge client services & email support

Financial stress can directly affect employee productivity and turnover. From one-time workshops to ongoing employee education—tailored to fit your company’s needs and budget; request a custom quote today! Get exactly what you need—no more, no less—crafted to suit your business today and grow with you tomorrow. 

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Explore benefits of certified financial planning now. 

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Contact for a Complimentary Initial Discovery Call New Orleans, LA deMAURIAC Financial Consulting & Wealth Management